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 | $23,728 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,612 |
ADP BROKER-DEALER10+ 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 | $50,183 | $57,990-13.5% | $76,190-34.1% | $80,856-37.9% |
| Participation rate | 94.2% | 73.7%+20.5pp | 79.3%+14.9pp | 67.6%+26.5pp |
| Annual return | 13.32% | 15.89%-2.6pp | 13.78%-0.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,749 | $3,565-22.9% | $4,578-40.0% | $2,755-0.2% |
| Participant deferral / active EE | $3,958 | $3,814+3.8% | $5,474-27.7% | $4,296-7.9% |
| Admin fee / account holder | $292 | $5,668-94.9% | $5,123-94.3% | $6,918-95.8% |