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 3-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 | $10,357 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,825 | $50,820-45.2% | $155,567-82.1% | $77,671-64.2% |
| Participation rate | 55.3% | 63.1%-7.8pp | 78.2%-22.9pp | 70.6%-15.3pp |
| Annual return | 31.51% | 34.85%-3.3pp | 64.74%-33.2pp | 31.21%+0.3pp |
| Employer contribution / active EE | $2,243 | $1,993+12.6% | $4,674-52.0% | $2,726-17.7% |
| Participant deferral / active EE | $4,583 | $2,823+62.3% | $5,628-18.6% | $4,648-1.4% |
| Admin fee / account holder | $85 | $436-80.5% | $15,916-99.5% | $430-80.2% |