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 | $61,816 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,818 |
ADP BROKER-DEALER6 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 | $49,368 | $49,915-1.1% | $154,803-68.1% | $74,304-33.6% |
| Participation rate | 93.2% | 54.0%+39.2pp | 78.1%+15.1pp | 60.3%+32.8pp |
| Annual return | 9.56% | 34.06%-24.5pp | 58.88%-49.3pp | 29.43%-19.9pp |
| Employer contribution / active EE | $2,616 | $1,611+62.3% | $4,305-39.2% | $2,241+16.7% |
| Participant deferral / active EE | $3,473 | $2,255+54.0% | $5,540-37.3% | $3,767-7.8% |
| Admin fee / account holder | $473 | $2,189-78.4% | $14,329-96.7% | $2,969-84.1% |