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 | $36,025 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,560 |
SCHNEIDER DOWNS & CO., INC.2 years Service code 15 · EIN 25-1408703 | Recordkeeping | $24,006 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,370 | $101,317-20.7% | $146,958-45.3% | $74,495+7.9% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 13.68% | 8730.91%-8717.2pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,938 | $3,810-49.1% | $4,933-60.7% | $2,623-26.1% |
| Participant deferral / active EE | $8,012 | $7,303+9.7% | $8,070-0.7% | $4,346+84.4% |
| Admin fee / account holder | $501 | $1,739-71.2% | $12,998-96.1% | $1,942-74.2% |