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 9-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,796 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,098 |
ALPHA PENSION GROUP, INC.5+ years Service code 15 · EIN 26-2219855 | Recordkeeping | $10,213 |
ADP BROKER-DEALER4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,457 | $93,182-29.8% | $146,665-55.4% | $79,386-17.5% |
| Participation rate | 49.2% | 76.4%-27.3pp | 80.1%-30.9pp | 70.7%-21.5pp |
| Annual return | 16.99% | 21.61%-4.6pp | 22.74%-5.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,662 | $2,420-31.3% | $4,136-59.8% | $2,427-31.5% |
| Participant deferral / active EE | $3,737 | $4,169-10.4% | $5,506-32.1% | $4,046-7.6% |
| Admin fee / account holder | $334 | $585-42.8% | $10,280-96.7% | $626-46.6% |