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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,283 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,628 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,714 | $106,028+8.2% | $146,958-21.9% | $77,643+47.7% |
| Participation rate | 86.7% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 13.08% | 56.73%-43.7pp | 418.34%-405.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,553 | $4,063-12.6% | $4,933-28.0% | $2,726+30.3% |
| Participant deferral / active EE | $11,010 | $7,990+37.8% | $8,070+36.4% | $4,647+136.9% |
| Admin fee / account holder | $110 | $337-67.4% | $12,998-99.2% | $430-74.4% |