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 5-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 | $25,887 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,423 | $106,110-64.7% | $147,005-74.5% | $77,671-51.8% |
| Participation rate | 54.8% | 78.4%-23.6pp | 82.2%-27.4pp | 70.6%-15.8pp |
| Annual return | 19.16% | 56.77%-37.6pp | 418.76%-399.6pp | 31.21%-12.0pp |
| Employer contribution / active EE | $1,788 | $4,065-56.0% | $4,934-63.8% | $2,726-34.4% |
| Participant deferral / active EE | $3,172 | $7,992-60.3% | $8,070-60.7% | $4,648-31.8% |
| Admin fee / account holder | $206 | $338-39.1% | $13,006-98.4% | $430-52.2% |