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 7-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 | $41,359 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,015 |
ADP BROKER-DEALER7+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,092 | $45,031+33.4% | $85,009-29.3% | $77,671-22.6% |
| Participation rate | 37.9% | 48.7%-10.8pp | 67.5%-29.6pp | 70.6%-32.6pp |
| Annual return | 13.24% | 79.22%-66.0pp | 66.47%-53.2pp | 31.21%-18.0pp |
| Employer contribution / active EE | $1,561 | $1,609-3.0% | $2,728-42.8% | $2,726-42.8% |
| Participant deferral / active EE | $3,482 | $2,807+24.0% | $4,522-23.0% | $4,648-25.1% |
| Admin fee / account holder | $222 | $912-75.7% | $6,153-96.4% | $430-48.5% |