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 | $99,767 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,320 | $56,767-50.1% | $101,794-72.2% | $85,563-66.9% |
| Participation rate | 95.3% | 57.6%+37.7pp | 69.2%+26.1pp | 66.0%+29.4pp |
| Annual return | 20.21% | 17.76%+2.4pp | 30.53%-10.3pp | 31.51%-11.3pp |
| Employer contribution / active EE | $1,302 | $1,112+17.1% | $2,289-43.1% | $2,654-50.9% |
| Participant deferral / active EE | $3,654 | $2,720+34.3% | $4,084-10.5% | $4,375-16.5% |
| Admin fee / account holder | $267 | $1,098-75.6% | $8,777-97.0% | $834-67.9% |