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 9-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,850 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,134 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,725 | $78,485-60.9% | $106,213-71.1% | $74,495-58.8% |
| Participation rate | 95.1% | 72.8%+22.3pp | 75.3%+19.8pp | 67.2%+27.9pp |
| Annual return | 14.93% | 15.95%-1.0pp | 116.14%-101.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,739 | $2,523-31.1% | $3,171-45.2% | $2,623-33.7% |
| Participant deferral / active EE | $4,094 | $4,322-5.3% | $5,016-18.4% | $4,346-5.8% |
| Admin fee / account holder | $167 | $2,232-92.5% | $11,033-98.5% | $1,942-91.4% |