See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $10,371 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,044 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,388 | $86,944-1.8% | $107,525-20.6% | $74,304+14.9% |
| Participation rate | 93.1% | 59.6%+33.6pp | 75.1%+18.0pp | 60.3%+32.8pp |
| Annual return | 11.72% | 23.52%-11.8pp | 181.32%-169.6pp | 29.43%-17.7pp |
| Employer contribution / active EE | $3,413 | $2,757+23.8% | $3,754-9.1% | $2,241+52.3% |
| Participant deferral / active EE | $4,748 | $3,554+33.6% | $5,116-7.2% | $3,767+26.0% |
| Admin fee / account holder | $181 | $3,727-95.1% | $8,919-98.0% | $2,969-93.9% |