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 | $9,821 |
LPL FINANCIAL9+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $9,162 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,145 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $41,043 | $59,443-31.0% | $70,164-41.5% | $75,163-45.4% |
| Participation rate | 97.8% | 71.6%+26.1pp | 78.8%+18.9pp | 67.2%+30.6pp |
| Annual return | 14.53% | 18.53%-4.0pp | 18.87%-4.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,469 | $3,306-25.3% | $4,287-42.4% | $2,670-7.5% |
| Participant deferral / active EE | $3,617 | $3,653-1.0% | $5,395-33.0% | $4,125-12.3% |
| Admin fee / account holder | $228 | $4,397-94.8% | $4,561-95.0% | $5,651-96.0% |