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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,570 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $27,028 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,059 |
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 | $47,901 | $93,351-48.7% | $62,929-23.9% | $79,634-39.8% |
| Participation rate | 98.9% | 74.6%+24.3pp | 73.1%+25.8pp | 62.5%+36.4pp |
| Annual return | 14.18% | 14.37%-0.2pp | 1063.93%-1049.7pp | 36.46%-22.3pp |
| Employer contribution / active EE | $3,166 | $3,135+1.0% | $2,505+26.4% | $2,529+25.2% |
| Participant deferral / active EE | $3,955 | $3,921+0.9% | $3,888+1.7% | $3,835+3.1% |
| Admin fee / account holder | $207 | $229-9.5% | $5,065-95.9% | $1,002-79.3% |