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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,508 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $32,021 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,222 | $65,946-46.6% | $81,783-56.9% | $77,671-54.7% |
| Participation rate | 45.0% | 65.8%-20.7pp | 72.4%-27.3pp | 70.6%-25.5pp |
| Annual return | 13.25% | 26.65%-13.4pp | 775.05%-761.8pp | 31.21%-18.0pp |
| Employer contribution / active EE | $993 | $2,371-58.1% | $2,913-65.9% | $2,726-63.6% |
| Participant deferral / active EE | $1,072 | $3,507-69.4% | $4,320-75.2% | $4,648-76.9% |
| Admin fee / account holder | $204 | $527-61.3% | $7,380-97.2% | $430-52.7% |