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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,496 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,992 |
Employer contribution per participant 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 | $44,843 | $110,094-59.3% | $151,611-70.4% | $68,494-34.5% |
| Participation rate | 73.4% | 84.0%-10.5pp | 87.5%-14.1pp | 67.9%+5.5pp |
| Annual return | -15.99% | -10.12%-5.9pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $649 | $4,471-85.5% | $6,166-89.5% | $2,596-75.0% |
| Participant deferral / active EE | $3,823 | $6,527-41.4% | $8,363-54.3% | $4,027-5.1% |
| Admin fee / account holder | $242 | $7,719-96.9% | $11,616-97.9% | $5,403-95.5% |