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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,185 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,115 | $84,784-82.2% | $98,439-84.6% | $74,419-79.7% |
| Participation rate | 89.9% | 81.5%+8.4pp | 75.2%+14.8pp | 70.7%+19.2pp |
| Annual return | 16.85% | 20.59%-3.7pp | 21.16%-4.3pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,252 | $3,364-62.8% | $3,048-58.9% | $2,637-52.5% |
| Participant deferral / active EE | $3,475 | $5,218-33.4% | $4,738-26.6% | $4,528-23.2% |
| Admin fee / account holder | $116 | $204-43.1% | $8,948-98.7% | $348-66.5% |