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 | $26,380 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,024 |
Service code 15 · EIN 61-1495162 | Recordkeeping | $5,623 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,798 | $89,465-70.0% | $164,866-83.7% | $77,671-65.5% |
| Participation rate | 74.7% | 78.6%-3.9pp | 78.6%-3.9pp | 70.6%+4.1pp |
| Annual return | 15.62% | 28.81%-13.2pp | 69.97%-54.4pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,882 | $2,568-26.7% | $4,343-56.7% | $2,726-31.0% |
| Participant deferral / active EE | $3,227 | $4,897-34.1% | $6,033-46.5% | $4,648-30.6% |
| Admin fee / account holder | $134 | $340-60.6% | $12,689-98.9% | $430-68.9% |