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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,401 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,085 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,920 | $30,588-38.1% | $53,898-64.9% | $85,563-77.9% |
| Participation rate | 93.4% | 26.3%+67.1pp | 55.0%+38.5pp | 66.0%+27.5pp |
| Annual return | 0.00% | 50.42%-50.4pp | 528.60%-528.6pp | 31.51%-31.5pp |
| Employer contribution / active EE | $1,241 | $436+184.6% | $932+33.1% | $2,654-53.2% |
| Participant deferral / active EE | $2,745 | $848+223.8% | $1,826+50.3% | $4,375-37.3% |
| Admin fee / account holder | $122 | $1,879-93.5% | $2,491-95.1% | $834-85.4% |