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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,635 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,802 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,447 | $49,451-42.5% | $79,550-64.2% | $66,914-57.5% |
| Participation rate | 89.9% | 61.3%+28.6pp | 69.5%+20.4pp | 69.8%+20.1pp |
| Annual return | -16.30% | 84.25%-100.6pp | 0.16%-16.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $351 | $1,266-72.3% | $2,413-85.5% | $2,544-86.2% |
| Participant deferral / active EE | $4,946 | $3,159+56.6% | $3,985+24.1% | $4,237+16.7% |
| Admin fee / account holder | $156 | $595-73.7% | $6,832-97.7% | $593-73.7% |