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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,888 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,515 |
ADP BROKER-DEALER3+ 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 | $60,823 | $92,055-33.9% | $106,213-42.7% | $77,643-21.7% |
| Participation rate | 68.6% | 81.0%-12.4pp | 75.3%-6.7pp | 70.6%-1.9pp |
| Annual return | 14.06% | 17.91%-3.8pp | 116.14%-102.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $898 | $3,367-73.3% | $3,171-71.7% | $2,726-67.1% |
| Participant deferral / active EE | $3,314 | $5,386-38.5% | $5,016-33.9% | $4,647-28.7% |
| Admin fee / account holder | $299 | $219+36.7% | $11,033-97.3% | $430-30.4% |