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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,566 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,500 |
ADP BROKER-DEALER2+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,007 | $84,784-32.8% | $98,439-42.1% | $74,419-23.4% |
| Participation rate | 60.6% | 81.5%-21.0pp | 75.2%-14.6pp | 70.7%-10.2pp |
| Annual return | 31.71% | 20.59%+11.1pp | 21.16%+10.5pp | 34.38%-2.7pp |
| Employer contribution / active EE | $870 | $3,364-74.1% | $3,048-71.5% | $2,637-67.0% |
| Participant deferral / active EE | $2,980 | $5,218-42.9% | $4,738-37.1% | $4,528-34.2% |
| Admin fee / account holder | $310 | $204+51.4% | $8,948-96.5% | $348-11.0% |