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 | $23,869 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,570 |
PRICEKUBECKA PLLC3 years Filed as: PRICEKUBECKA, PLLC Service code 15 · EIN 75-2783674 | Recordkeeping | $9,500 |
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.)
Annual investment return 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 | $220,881 | $84,556+161.2% | $116,228+90.0% | $74,304+197.3% |
| Participation rate | 73.5% | 66.0%+7.5pp | 74.6%-1.0pp | 60.3%+13.2pp |
| Annual return | 11.42% | 18.35%-6.9pp | 90.06%-78.6pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,522 | $2,168-29.8% | $2,994-49.2% | $2,241-32.1% |
| Participant deferral / active EE | $4,762 | $3,814+24.8% | $4,953-3.9% | $3,767+26.4% |
| Admin fee / account holder | $452 | $3,792-88.1% | $11,989-96.2% | $2,969-84.8% |