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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,821 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,318 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,750 | $54,701-40.1% | $86,188-62.0% | $71,457-54.2% |
| Participation rate | 91.5% | 60.1%+31.4pp | 69.0%+22.5pp | 67.9%+23.6pp |
| Annual return | 17.91% | 20.06%-2.2pp | 1168.45%-1150.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $342 | $1,265-73.0% | $2,380-85.6% | $2,588-86.8% |
| Participant deferral / active EE | $4,961 | $3,108+59.6% | $3,985+24.5% | $4,289+15.7% |
| Admin fee / account holder | $159 | $1,922-91.7% | $6,852-97.7% | $1,587-90.0% |