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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $174,436 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $61,763 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,940 | $58,644-55.8% | $177,989-85.4% | $199,593-87.0% |
| Participation rate | 92.2% | 65.5%+26.8pp | 77.1%+15.2pp | 72.0%+20.3pp |
| Annual return | 16.76% | 19.25%-2.5pp | 294.48%-277.7pp | 34.25%-17.5pp |
| Employer contribution / active EE | $557 | $1,801-69.1% | $3,949-85.9% | $3,034-81.6% |
| Participant deferral / active EE | $4,007 | $4,248-5.7% | $6,276-36.2% | $5,087-21.2% |
| Admin fee / account holder | $130 | $145-10.5% | $10,363-98.7% | $269-51.6% |