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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $109,074 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $5,741 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,816 | $108,719-97.4% | $101,326-97.2% | $85,563-96.7% |
| Participation rate | 85.9% | 80.9%+5.0pp | 81.5%+4.4pp | 66.0%+20.0pp |
| Annual return | 20.87% | 20.95%-0.1pp | 36.82%-15.9pp | 31.51%-10.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,654 | $8,545-80.6% | $7,994-79.3% | $4,375-62.2% |
| Admin fee / account holder | $122 | $685-82.2% | $11,185-98.9% | $834-85.4% |