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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,027 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,135 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,693 | $42,548-70.2% | $74,550-83.0% | $56,287-77.4% |
| Participation rate | 87.1% | 60.5%+26.6pp | 69.1%+18.0pp | 69.9%+17.3pp |
| Annual return | -9.05% | 12.40%-21.4pp | 32.53%-41.6pp | -9.96%+0.9pp |
| Employer contribution / active EE | $238 | $855-72.2% | $1,961-87.9% | $2,111-88.7% |
| Participant deferral / active EE | $3,199 | $2,277+40.5% | $3,108+2.9% | $3,350-4.5% |
| Admin fee / account holder | $84 | $467-82.1% | $5,060-98.3% | $521-83.9% |