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 10-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 | $34,568 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,568 |
BAERG & ASSOCIATES, LLP5 years Service code 15 · EIN 81-4772345 | Recordkeeping | $11,250 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,651 | $86,655-20.8% | $119,609-42.6% | $66,914+2.6% |
| Participation rate | 98.9% | 75.6%+23.3pp | 79.3%+19.6pp | 69.8%+29.1pp |
| Annual return | -17.61% | -8.00%-9.6pp | -14.97%-2.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,850 | $2,536+51.8% | $4,232-9.0% | $2,544+51.3% |
| Participant deferral / active EE | $5,598 | $4,358+28.5% | $5,602-0.1% | $4,237+32.1% |
| Admin fee / account holder | $274 | $755-63.7% | $10,323-97.3% | $593-53.8% |