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 4-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 | $38,957 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,695 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $73,730 | $62,127+18.7% | $81,382-9.4% | $74,495-1.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.66% | 16.48%-4.8pp | 24.73%-13.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,286 | $1,882+21.5% | $2,463-7.2% | $2,623-12.8% |
| Participant deferral / active EE | $6,022 | $3,229+86.5% | $3,883+55.1% | $4,346+38.6% |
| Admin fee / account holder | $475 | $1,934-75.4% | $5,768-91.8% | $1,942-75.5% |