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 4-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,271 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,419 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,494 | $45,031-65.6% | $84,966-81.8% | $77,643-80.0% |
| Participation rate | 93.4% | 48.7%+44.7pp | 67.5%+25.9pp | 70.6%+22.8pp |
| Annual return | 20.42% | 79.22%-58.8pp | 66.38%-46.0pp | 31.24%-10.8pp |
| Employer contribution / active EE | $1,482 | $1,609-7.9% | $2,727-45.7% | $2,726-45.6% |
| Participant deferral / active EE | $3,609 | $2,807+28.6% | $4,519-20.1% | $4,647-22.3% |
| Admin fee / account holder | $130 | $912-85.8% | $6,149-97.9% | $430-69.8% |