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 | $25,975 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,818 |
ADP BROKER-DEALER7 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 | $65,824 | $55,416+18.8% | $75,972-13.4% | $77,643-15.2% |
| Participation rate | 93.5% | 63.6%+29.9pp | 69.1%+24.4pp | 70.6%+22.9pp |
| Annual return | 13.11% | 17.07%-4.0pp | 359.55%-346.4pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,484 | $1,788+39.0% | $2,685-7.5% | $2,726-8.9% |
| Participant deferral / active EE | $6,635 | $3,447+92.5% | $4,255+55.9% | $4,647+42.8% |
| Admin fee / account holder | $74 | $414-82.0% | $6,467-98.9% | $430-82.7% |