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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,627 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,171 |
ADP BROKER-DEALER4 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 | $32,866 | $37,393-12.1% | $77,024-57.3% | $66,914-50.9% |
| Participation rate | 90.3% | 52.9%+37.5pp | 67.9%+22.4pp | 69.8%+20.5pp |
| Annual return | -14.68% | -3.29%-11.4pp | 42.32%-57.0pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,826 | $2,617+46.2% | $4,426-13.6% | $4,237-9.7% |
| Admin fee / account holder | $191 | $567-66.3% | $5,425-96.5% | $593-67.8% |