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 9-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 | $17,721 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,242 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $62 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,485 | $73,102-33.7% | $123,544-60.8% | $56,287-13.9% |
| Participation rate | 85.4% | 74.3%+11.1pp | 82.3%+3.1pp | 69.9%+15.5pp |
| Annual return | -6.24% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,075 | $2,977+36.9% | $4,628-11.9% | $2,111+93.0% |
| Participant deferral / active EE | $9,211 | $5,423+69.9% | $6,426+43.3% | $3,350+175.0% |
| Admin fee / account holder | $106 | $554-80.8% | $9,284-98.9% | $521-79.6% |