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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $64,983 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,378 |
ADP BROKER-DEALER5 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,000 | $55,415+4.7% | $155,509-62.7% | $74,495-22.1% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.2pp | 67.2%+28.1pp |
| Annual return | 13.43% | 268.50%-255.1pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,355 | $2,267+3.9% | $4,672-49.6% | $2,623-10.2% |
| Participant deferral / active EE | $3,698 | $2,836+30.4% | $5,626-34.3% | $4,346-14.9% |
| Admin fee / account holder | $512 | $1,738-70.5% | $15,912-96.8% | $1,942-73.6% |