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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,519 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $27,273 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $114,934 | $88,890+29.3% | $102,423+12.2% | $77,643+48.0% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 16.41% | 24.98%-8.6pp | 29.32%-12.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,770 | $2,698+2.7% | $3,023-8.4% | $2,726+1.6% |
| Participant deferral / active EE | $8,101 | $5,145+57.4% | $5,053+60.3% | $4,647+74.3% |
| Admin fee / account holder | $194 | $235-17.7% | $9,451-97.9% | $430-55.0% |