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 | $30,782 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $755 |
ADP BROKER-DEALER6 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $199,633 | $86,655+130.4% | $119,609+66.9% | $66,914+198.3% |
| Participation rate | 65.8% | 75.6%-9.8pp | 79.3%-13.5pp | 69.8%-4.0pp |
| Annual return | -16.36% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,265 | $2,536+28.8% | $4,232-22.8% | $2,544+28.3% |
| Participant deferral / active EE | $8,212 | $4,358+88.4% | $5,602+46.6% | $4,237+93.8% |
| Admin fee / account holder | $383 | $755-49.3% | $10,323-96.3% | $593-35.5% |