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 5-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 | $31,141 |
KNAV P.A.2+ years Service code 15 · EIN 20-2751082 | Recordkeeping | $8,250 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,718 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,364 | $73,004-72.1% | $90,749-77.6% | $68,494-70.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.48% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,846 | $2,193+75.4% | $2,921+31.7% | $2,596+48.1% |
| Participant deferral / active EE | $2,667 | $3,627-26.5% | $4,564-41.6% | $4,027-33.8% |
| Admin fee / account holder | $249 | $5,896-95.8% | $8,445-97.0% | $5,403-95.4% |