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 | $59,691 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,139 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,039 | $61,272+2.9% | $149,673-57.9% | $71,457-11.8% |
| Participation rate | 90.4% | 62.5%+27.9pp | 78.8%+11.6pp | 67.9%+22.5pp |
| Annual return | 11.54% | 35.85%-24.3pp | 134.42%-122.9pp | 28.85%-17.3pp |
| Employer contribution / active EE | $2,048 | $2,378-13.9% | $4,818-57.5% | $2,588-20.9% |
| Participant deferral / active EE | $3,486 | $2,917+19.5% | $5,680-38.6% | $4,289-18.7% |
| Admin fee / account holder | $601 | $1,261-52.3% | $13,210-95.4% | $1,587-62.1% |