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 | $173,725 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,333 |
DOUGHERTY & COMPANY2 years Service code 15 · EIN 95-3871065 | Recordkeeping | $11,200 |
Employer contribution per participant 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 | $55,070 | $54,193+1.6% | $93,606-41.2% | $77,643-29.1% |
| Participation rate | 89.3% | 63.9%+25.4pp | 68.7%+20.6pp | 70.6%+18.8pp |
| Annual return | 14.26% | 30.54%-16.3pp | 133.20%-118.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | -$0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,646 | $3,144+111.4% | $4,411+50.7% | $4,647+43.0% |
| Admin fee / account holder | $229 | $576-60.3% | $8,285-97.2% | $430-46.9% |