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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,877 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,449 |
CARY KANE LLP1 year Filed as: CARY ST PARTNERS INVESTMENT ADVISOR Service code 15 · EIN 26-0070474 | Recordkeeping | $6,555 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,994 | $65,376-32.7% | $87,100-49.5% | $65,185-32.5% |
| Participation rate | 91.9% | 75.3%+16.6pp | 76.9%+15.1pp | 70.2%+21.7pp |
| Annual return | 17.20% | 31.27%-14.1pp | 28.19%-11.0pp | 29.38%-12.2pp |
| Employer contribution / active EE | $2,036 | $1,822+11.7% | $2,521-19.3% | $2,177-6.5% |
| Participant deferral / active EE | $5,633 | $3,388+66.2% | $4,049+39.1% | $3,514+60.3% |
| Admin fee / account holder | $235 | $520-54.8% | $7,497-96.9% | $847-72.3% |