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 | $16,795 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,325 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,583 | $67,984-43.2% | $65,493-41.1% | $74,304-48.1% |
| Participation rate | 63.4% | 66.3%-2.9pp | 73.1%-9.7pp | 60.3%+3.0pp |
| Annual return | 15.51% | 19.87%-4.4pp | 982.45%-966.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,739 | $2,491+9.9% | $2,574+6.4% | $2,241+22.2% |
| Participant deferral / active EE | $3,983 | $3,346+19.0% | $3,961+0.6% | $3,767+5.7% |
| Admin fee / account holder | $201 | $1,373-85.4% | $5,028-96.0% | $2,969-93.2% |