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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $83,110 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $43,665 |
BAERG & ASSOCIATES, LLP7 years Service code 10 · EIN 81-4772345 | Accounting | $11,000 |
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 | $98,835 | $88,083+12.2% | $164,813-40.0% | $74,495+32.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 19.03% | 17.26%+1.8pp | 69.93%-50.9pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $4,329 | $2,593+67.0% | $4,341-0.3% | $2,623+65.1% |
| Participant deferral / active EE | $5,959 | $4,498+32.5% | $6,031-1.2% | $4,346+37.1% |
| Admin fee / account holder | $528 | $2,234-76.4% | $12,690-95.8% | $1,942-72.8% |