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 10-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,164 |
ALPHA PENSION GROUP, INC.5 years Service code 15 · EIN 26-2219855 | Recordkeeping | $9,417 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,585 |
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 | $38,994 | $61,156-36.2% | $185,823-79.0% | $79,386-50.9% |
| Participation rate | 79.5% | 66.6%+12.9pp | 81.7%-2.2pp | 70.7%+8.8pp |
| Annual return | 17.97% | 19.45%-1.5pp | 122.05%-104.1pp | 116.85%-98.9pp |
| Employer contribution / active EE | $1,194 | $2,321-48.6% | $5,167-76.9% | $2,427-50.8% |
| Participant deferral / active EE | $8,153 | $2,789+192.4% | $5,568+46.4% | $4,046+101.5% |
| Admin fee / account holder | $95 | $710-86.6% | $16,237-99.4% | $626-84.9% |