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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,401 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,828 |
ADP BROKER-DEALER1+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,210 | $81,908-35.0% | $90,749-41.4% | $64,808-17.9% |
| Participation rate | 56.7% | 80.5%-23.8pp | 75.7%-19.0pp | 71.5%-14.8pp |
| Annual return | 17.64% | -12.53%+30.2pp | -12.16%+29.8pp | 32.82%-15.2pp |
| Employer contribution / active EE | $856 | $3,065-72.1% | $2,921-70.7% | $2,506-65.8% |
| Participant deferral / active EE | $2,838 | $4,840-41.4% | $4,564-37.8% | $4,310-34.2% |
| Admin fee / account holder | $281 | $157+78.8% | $8,445-96.7% | $188+49.6% |