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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,823 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $10,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,568 | $93,182-9.2% | $146,665-42.3% | $79,386+6.5% |
| Participation rate | 38.8% | 76.4%-37.6pp | 80.1%-41.3pp | 70.7%-31.9pp |
| Annual return | 19.47% | 21.61%-2.1pp | 22.74%-3.3pp | 116.85%-97.4pp |
| Employer contribution / active EE | $1,564 | $2,420-35.4% | $4,136-62.2% | $2,427-35.6% |
| Participant deferral / active EE | $2,773 | $4,169-33.5% | $5,506-49.6% | $4,046-31.5% |
| Admin fee / account holder | $449 | $585-23.2% | $10,280-95.6% | $626-28.3% |