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 7-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 | $37,988 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,563 | $92,971-72.5% | $96,683-73.6% | $74,419-65.6% |
| Participation rate | 78.0% | 71.5%+6.5pp | 74.3%+3.7pp | 70.7%+7.3pp |
| Annual return | 23.14% | 37.49%-14.3pp | 35.69%-12.6pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,918 | $3,426-44.0% | $3,737-48.7% | $2,637-27.3% |
| Participant deferral / active EE | $4,532 | $3,970+14.2% | $4,878-7.1% | $4,528+0.1% |
| Admin fee / account holder | $129 | $633-79.6% | $6,730-98.1% | $348-62.8% |