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 | $29,291 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,180 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,770 | $92,055-9.0% | $106,213-21.1% | $77,643+7.9% |
| Participation rate | 48.5% | 81.0%-32.5pp | 75.3%-26.8pp | 70.6%-22.1pp |
| Annual return | 13.32% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,012 | $3,367-69.9% | $3,171-68.1% | $2,726-62.9% |
| Participant deferral / active EE | $1,877 | $5,386-65.1% | $5,016-62.6% | $4,647-59.6% |
| Admin fee / account holder | $196 | $219-10.7% | $11,033-98.2% | $430-54.6% |