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 10-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 | $17,629 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,111 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,448 | $59,097-9.6% | $82,389-35.1% | $74,304-28.1% |
| Participation rate | 88.4% | 52.8%+35.6pp | 69.5%+18.8pp | 60.3%+28.0pp |
| Annual return | 17.62% | 22.85%-5.2pp | 28.67%-11.0pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,083 | $1,601+30.1% | $2,517-17.3% | $2,241-7.1% |
| Participant deferral / active EE | $4,627 | $2,775+66.7% | $4,155+11.4% | $3,767+22.8% |
| Admin fee / account holder | $226 | $4,489-95.0% | $7,231-96.9% | $2,969-92.4% |