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 | $93,921 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $88,128 |
Service code 15 · EIN 83-2736480 | Recordkeeping | $32,700 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $3 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,610 | $106,028-9.8% | $146,958-34.9% | $77,643+23.1% |
| Participation rate | 75.9% | 78.4%-2.4pp | 82.2%-6.2pp | 70.6%+5.4pp |
| Annual return | 15.76% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,582 | $4,063-61.1% | $4,933-67.9% | $2,726-41.9% |
| Participant deferral / active EE | $5,053 | $7,990-36.8% | $8,070-37.4% | $4,647+8.7% |
| Admin fee / account holder | $285 | $337-15.6% | $12,998-97.8% | $430-33.8% |