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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,563 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,975 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,089 | $71,192-59.1% | $117,854-75.3% | $62,292-53.3% |
| Participation rate | 84.8% | 74.2%+10.6pp | 79.7%+5.1pp | 69.5%+15.3pp |
| Annual return | 15.80% | 18.66%-2.9pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,266 | $3,189+96.5% | $4,482+39.8% | $3,169+97.7% |
| Admin fee / account holder | $66 | $587-88.7% | $8,020-99.2% | $479-86.2% |