See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,621 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,046 | $81,900-45.0% | $119,609-62.3% | $68,494-34.2% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -16.17% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,135 | $2,693+16.4% | $4,232-25.9% | $2,596+20.8% |
| Participant deferral / active EE | $9,583 | $4,148+131.1% | $5,602+71.1% | $4,027+138.0% |
| Admin fee / account holder | $114 | $6,582-98.3% | $10,323-98.9% | $5,403-97.9% |