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 6-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,225 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $10,681 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $8,610 |
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 | $38,229 | $39,195-2.5% | $98,755-61.3% | $79,386-51.8% |
| Participation rate | 98.7% | 59.8%+38.9pp | 65.7%+33.0pp | 70.7%+28.0pp |
| Annual return | 13.55% | 19.95%-6.4pp | 49.91%-36.4pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,209 | $1,334+140.5% | $2,067+55.2% | $2,427+32.2% |
| Participant deferral / active EE | $3,804 | $2,333+63.0% | $3,035+25.3% | $4,046-6.0% |
| Admin fee / account holder | $162 | $365-55.7% | $4,076-96.0% | $626-74.2% |