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 | $30,383 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $24,415 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,858 | $53,199-64.6% | $155,567-87.9% | $199,768-90.6% |
| Participation rate | 25.8% | 64.1%-38.3pp | 78.2%-52.4pp | 72.0%-46.2pp |
| Annual return | 12.27% | 41.17%-28.9pp | 64.74%-52.5pp | 34.26%-22.0pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $1,381 | $3,163-56.3% | $5,628-75.5% | $5,090-72.9% |
| Admin fee / account holder | $145 | $186-22.1% | $15,916-99.1% | $269-46.2% |