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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,504 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,587 |
LPL FINANCIAL8+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $5,044 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,727 | $71,883-37.8% | $86,677-48.4% | $68,494-34.7% |
| Participation rate | 94.9% | 72.2%+22.6pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -17.63% | 3.52%-21.2pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,037 | $2,173-6.2% | $2,836-28.2% | $2,596-21.5% |
| Participant deferral / active EE | $4,833 | $3,779+27.9% | $4,656+3.8% | $4,027+20.0% |
| Admin fee / account holder | $230 | $6,112-96.2% | $7,493-96.9% | $5,403-95.7% |