See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,041 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,302 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,856 | $73,360-62.0% | $177,989-84.3% | $74,495-62.6% |
| Participation rate | 84.3% | 66.6%+17.7pp | 77.1%+7.2pp | 67.2%+17.1pp |
| Annual return | 18.67% | 17.49%+1.2pp | 294.48%-275.8pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $931 | $2,216-58.0% | $3,949-76.4% | $2,623-64.5% |
| Participant deferral / active EE | $2,453 | $4,513-45.6% | $6,276-60.9% | $4,346-43.6% |
| Admin fee / account holder | $361 | $1,808-80.0% | $10,363-96.5% | $1,942-81.4% |