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 | $25,017 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,813 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,866 | $88,083-19.5% | $164,813-57.0% | $74,495-4.9% |
| Participation rate | 67.4% | 73.0%-5.6pp | 78.6%-11.2pp | 67.2%+0.2pp |
| Annual return | 17.48% | 17.26%+0.2pp | 69.93%-52.4pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,780 | $2,593+7.2% | $4,341-36.0% | $2,623+6.0% |
| Participant deferral / active EE | $5,434 | $4,498+20.8% | $6,031-9.9% | $4,346+25.0% |
| Admin fee / account holder | $177 | $2,234-92.1% | $12,690-98.6% | $1,942-90.9% |