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 5-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 | $24,712 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,627 | $122,239-70.0% | $184,203-80.1% | $74,495-50.8% |
| Participation rate | 62.9% | 85.5%-22.6pp | 86.8%-24.0pp | 67.2%-4.3pp |
| Annual return | 12.08% | 19.95%-7.9pp | 28.81%-16.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,310 | $4,537-71.1% | $6,427-79.6% | $2,623-50.0% |
| Participant deferral / active EE | $4,120 | $7,139-42.3% | $9,131-54.9% | $4,346-5.2% |
| Admin fee / account holder | $369 | $1,260-70.7% | $13,901-97.3% | $1,942-81.0% |