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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,988 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,975 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,404 | $60,545+59.2% | $92,233+4.5% | $69,631+38.5% |
| Participation rate | 36.3% | 72.2%-35.8pp | 76.5%-40.1pp | 70.7%-34.4pp |
| Annual return | 16.16% | 19.71%-3.5pp | 176.28%-160.1pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,075 | $2,633-59.2% | $3,679-70.8% | $2,032-47.1% |
| Participant deferral / active EE | $2,362 | $2,828-16.5% | $3,897-39.4% | $3,224-26.7% |
| Admin fee / account holder | $77 | $145-46.8% | $5,194-98.5% | $110-30.2% |