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 7-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,413 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,520 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $10,372 | $50,529-79.5% | $66,042-84.3% | $85,563-87.9% |
| Participation rate | 86.3% | 57.7%+28.6pp | 67.5%+18.8pp | 66.0%+20.4pp |
| Annual return | 13.05% | 18.34%-5.3pp | 52.11%-39.1pp | 31.51%-18.5pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $1,579-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,349 | $2,768-15.1% | $2,835-17.2% | $4,375-46.3% |
| Admin fee / account holder | $113 | $1,005-88.8% | $5,747-98.0% | $834-86.5% |