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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $104,211 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $50,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,533 | $50,815+54.5% | $155,509-49.5% | $77,643+1.1% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.2pp | 70.6%+26.9pp |
| Annual return | 22.08% | 34.80%-12.7pp | 64.67%-42.6pp | 31.24%-9.2pp |
| Employer contribution / active EE | $7,819 | $1,993+292.4% | $4,672+67.3% | $2,726+186.9% |
| Participant deferral / active EE | $15,556 | $2,822+451.2% | $5,626+176.5% | $4,647+234.7% |
| Admin fee / account holder | $193 | $437-55.9% | $15,912-98.8% | $430-55.3% |