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 | $83,369+2.4% | $105,223-18.9% | $67,986+25.6% |
| Participation rate | 93.1% | 56.3%+36.8pp | 75.0%+18.1pp | 57.2%+35.9pp |
| Annual return | 11.72% | 24.64%-12.9pp | 180.65%-168.9pp | 31.67%-19.9pp |
| Employer contribution / active EE | $3,413 | $2,541+34.3% | $3,689-7.5% | $2,019+69.1% |
| Participant deferral / active EE | $4,748 | $3,295+44.1% | $5,072-6.4% | $3,358+41.4% |
| Admin fee / account holder | $181 | $4,073-95.6% | $8,859-98.0% | $3,203-94.4% |