Filed December 8, 2021
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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,625 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $27,297 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,125 | $49,693-35.4% | $70,515-54.4% | $74,419-56.8% |
| Participation rate | 91.3% | 64.7%+26.7pp | 68.3%+23.0pp | 70.7%+20.6pp |
| Annual return | 23.65% | 21.22%+2.4pp | 32.77%-9.1pp | 34.38%-10.7pp |
| Employer contribution / active EE | $1,372 | $1,773-22.6% | $2,973-53.9% | $2,637-48.0% |
| Participant deferral / active EE | $3,699 | $3,376+9.6% | $4,567-19.0% | $4,528-18.3% |
| Admin fee / account holder | $135 | $316-57.1% | $6,412-97.9% | $348-61.1% |