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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,151 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,430 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,922 | $49,138-71.7% | $84,015-83.4% | $65,185-78.6% |
| Participation rate | 87.2% | 60.7%+26.5pp | 69.0%+18.2pp | 70.2%+17.0pp |
| Annual return | 19.16% | 23.00%-3.8pp | 71.31%-52.1pp | 29.38%-10.2pp |
| Employer contribution / active EE | $328 | $914-64.1% | $1,983-83.4% | $2,177-84.9% |
| Participant deferral / active EE | $3,290 | $2,397+37.2% | $3,239+1.6% | $3,514-6.4% |
| Admin fee / account holder | $78 | $543-85.7% | $6,101-98.7% | $847-90.8% |