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 8-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,437 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,634 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,547 | $43,133-43.1% | $89,391-72.5% | $73,488-66.6% |
| Participation rate | 83.5% | 55.0%+28.5pp | 68.0%+15.5pp | 70.7%+12.8pp |
| Annual return | 10.57% | 135.66%-125.1pp | 245.62%-235.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $4,012 | $1,438+179.0% | $2,586+55.2% | $2,270+76.7% |
| Participant deferral / active EE | $4,257 | $2,445+74.2% | $3,890+9.4% | $3,740+13.8% |
| Admin fee / account holder | $154 | $444-65.2% | $4,881-96.8% | $513-69.9% |