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 | $21,471 |
ADP BROKER-DEALER8+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,716 |
ADP BROKER-DEALER8+ years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,712 | $73,867-50.3% | $143,757-74.5% | $68,494-46.4% |
| Participation rate | 89.9% | 66.7%+23.2pp | 80.3%+9.6pp | 67.9%+22.0pp |
| Annual return | -15.22% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,430 | $3,184-55.1% | $4,951-71.1% | $2,596-44.9% |
| Participant deferral / active EE | $4,164 | $3,384+23.0% | $5,637-26.1% | $4,027+3.4% |
| Admin fee / account holder | $202 | $5,755-96.5% | $14,673-98.6% | $5,403-96.3% |