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 6-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 | $55,916 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $50,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,010 | $54,193-18.8% | $93,606-53.0% | $77,643-43.3% |
| Participation rate | 93.2% | 63.9%+29.3pp | 68.7%+24.5pp | 70.6%+22.6pp |
| Annual return | 13.67% | 30.54%-16.9pp | 133.20%-119.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,944 | $1,168+152.1% | $2,420+21.7% | $2,726+8.0% |
| Participant deferral / active EE | $5,360 | $3,144+70.5% | $4,411+21.5% | $4,647+15.3% |
| Admin fee / account holder | $247 | $576-57.1% | $8,285-97.0% | $430-42.7% |