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 8-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $112,612 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $45,684 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,324 | $89,436-59.4% | $164,813-78.0% | $77,643-53.2% |
| Participation rate | 89.6% | 78.6%+11.0pp | 78.6%+11.0pp | 70.6%+19.0pp |
| Annual return | 14.52% | 28.83%-14.3pp | 69.93%-55.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $852 | $2,569-66.8% | $4,341-80.4% | $2,726-68.7% |
| Participant deferral / active EE | $5,079 | $4,897+3.7% | $6,031-15.8% | $4,647+9.3% |
| Admin fee / account holder | $168 | $339-50.6% | $12,690-98.7% | $430-61.0% |