See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,514 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,197 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,404 | $106,028-59.1% | $146,958-70.5% | $77,643-44.1% |
| Participation rate | 36.7% | 78.4%-41.6pp | 82.2%-45.4pp | 70.6%-33.8pp |
| Annual return | 21.43% | 56.73%-35.3pp | 418.34%-396.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $1,445 | $4,063-64.4% | $4,933-70.7% | $2,726-47.0% |
| Participant deferral / active EE | $3,896 | $7,990-51.2% | $8,070-51.7% | $4,647-16.2% |
| Admin fee / account holder | $308 | $337-8.7% | $12,998-97.6% | $430-28.4% |