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 | $74,789 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,485 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,837 | $104,919-37.2% | $116,228-43.4% | $85,563-23.1% |
| Participation rate | 78.6% | 78.6%0pp | 74.6%+4.1pp | 66.0%+12.7pp |
| Annual return | 39.89% | 15.38%+24.5pp | 90.06%-50.2pp | 31.51%+8.4pp |
| Employer contribution / active EE | $812 | $3,485-76.7% | $2,994-72.9% | $2,654-69.4% |
| Participant deferral / active EE | $3,300 | $5,306-37.8% | $4,953-33.4% | $4,375-24.6% |
| Admin fee / account holder | $256 | $429-40.3% | $11,989-97.9% | $834-69.3% |