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 6-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 | $15,629 |
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,814 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,016 | $86,944-79.3% | $107,525-83.2% | $74,304-75.8% |
| Participation rate | 81.7% | 59.6%+22.1pp | 75.1%+6.6pp | 60.3%+21.3pp |
| Annual return | 13.59% | 23.52%-9.9pp | 181.32%-167.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,703 | $3,554-23.9% | $5,116-47.2% | $3,767-28.2% |
| Admin fee / account holder | $111 | $3,727-97.0% | $8,919-98.8% | $2,969-96.3% |