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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,572 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,125 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,007 | $59,263-51.1% | $96,562-70.0% | $79,386-63.5% |
| Participation rate | 90.0% | 61.9%+28.1pp | 69.8%+20.1pp | 70.7%+19.2pp |
| Annual return | 16.03% | 27.07%-11.0pp | 37.78%-21.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $214 | $1,216-82.4% | $2,356-90.9% | $2,427-91.2% |
| Participant deferral / active EE | $3,821 | $2,948+29.6% | $3,849-0.7% | $4,046-5.5% |
| Admin fee / account holder | $130 | $658-80.3% | $6,181-97.9% | $626-79.3% |