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 | $18,304 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,938 |
ADP BROKER-DEALER6+ years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER6+ years Service code 59 | Shareholder Servicing | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,038 | $58,879-47.3% | $178,490-82.6% | $73,488-57.8% |
| Participation rate | 93.6% | 66.2%+27.4pp | 81.9%+11.7pp | 70.7%+23.0pp |
| Annual return | 13.07% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,147 | $2,236-48.7% | $5,011-77.1% | $2,270-49.5% |
| Participant deferral / active EE | $2,909 | $2,567+13.3% | $5,202-44.1% | $3,740-22.2% |
| Admin fee / account holder | $142 | $400-64.6% | $13,984-99.0% | $513-72.4% |