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 | $12,566 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,977 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,824 | $86,655-17.1% | $119,609-40.0% | $66,914+7.3% |
| Participation rate | 39.8% | 75.6%-35.7pp | 79.3%-39.4pp | 69.8%-30.0pp |
| Annual return | -15.59% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,773 | $2,536-30.1% | $4,232-58.1% | $2,544-30.3% |
| Participant deferral / active EE | $3,166 | $4,358-27.4% | $5,602-43.5% | $4,237-25.3% |
| Admin fee / account holder | $403 | $755-46.7% | $10,323-96.1% | $593-32.1% |