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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,297 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $46,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,334 | $122,259-12.2% | $147,005-27.0% | $199,768-46.3% |
| Participation rate | 81.7% | 78.3%+3.4pp | 82.2%-0.5pp | 72.0%+9.7pp |
| Annual return | 18.35% | 30.58%-12.2pp | 418.76%-400.4pp | 34.26%-15.9pp |
| Employer contribution / active EE | $2,068 | $4,097-49.5% | $4,934-58.1% | $3,037-31.9% |
| Participant deferral / active EE | $9,589 | $8,504+12.7% | $8,070+18.8% | $5,090+88.4% |
| Admin fee / account holder | $113 | $179-36.6% | $13,006-99.1% | $269-57.8% |