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 | $16,926 |
BOSTON PARTNERS1 year Filed as: BOSTON TRUST Service code 15 · EIN 04-2273811 | Recordkeeping | $13,549 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,742 | $86,655+23.2% | $119,609-10.8% | $66,914+59.5% |
| Participation rate | 68.0% | 75.6%-7.6pp | 79.3%-11.3pp | 69.8%-1.8pp |
| Annual return | -16.58% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $4,386 | $2,536+72.9% | $4,232+3.6% | $2,544+72.4% |
| Participant deferral / active EE | $3,734 | $4,358-14.3% | $5,602-33.3% | $4,237-11.9% |
| Admin fee / account holder | $427 | $755-43.4% | $10,323-95.9% | $593-28.0% |