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 | $70,642 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,447 |
KHO PATEL3 years Service code 15 · EIN 33-0381007 | Recordkeeping | $13,480 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,631 | $50,956+9.2% | $96,562-42.4% | $86,799-35.9% |
| Participation rate | 86.5% | 65.2%+21.2pp | 69.8%+16.7pp | 72.3%+14.2pp |
| Annual return | 14.18% | 21.27%-7.1pp | 37.78%-23.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,821 | $2,954+97.1% | $3,849+51.3% | $4,131+40.9% |
| Admin fee / account holder | $210 | $166+26.6% | $6,181-96.6% | $170+24.0% |