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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,361 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,504 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $63,876 | $101,724-37.2% | $164,813-61.2% | $80,856-21.0% |
| Participation rate | 95.8% | 71.8%+23.9pp | 78.6%+17.2pp | 67.6%+28.1pp |
| Annual return | 16.58% | 16.72%-0.1pp | 69.93%-53.4pp | 35.59%-19.0pp |
| Employer contribution / active EE | $655 | $2,953-77.8% | $4,341-84.9% | $2,755-76.2% |
| Participant deferral / active EE | $6,391 | $4,477+42.7% | $6,031+6.0% | $4,296+48.8% |
| Admin fee / account holder | $225 | $8,227-97.3% | $12,690-98.2% | $6,918-96.8% |