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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,565 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,000 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,780 | $84,487-29.2% | $125,339-52.3% | $66,914-10.7% |
| Participation rate | 95.0% | 76.4%+18.6pp | 82.4%+12.7pp | 69.8%+25.2pp |
| Annual return | -17.51% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,790 | $3,553-49.6% | $4,814-62.8% | $2,544-29.7% |
| Participant deferral / active EE | $7,354 | $6,781+8.4% | $7,446-1.2% | $4,237+73.6% |
| Admin fee / account holder | $261 | $685-62.0% | $10,010-97.4% | $593-56.1% |