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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,459 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $13,112 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,384 | $56,423+76.1% | $77,163+28.8% | $71,457+39.1% |
| Participation rate | 98.4% | 64.3%+34.1pp | 69.6%+28.9pp | 67.9%+30.5pp |
| Annual return | 18.17% | 19.05%-0.9pp | 37.87%-19.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $6,243 | $1,866+234.6% | $2,535+146.3% | $2,588+141.3% |
| Participant deferral / active EE | $4,897 | $3,142+55.9% | $3,833+27.8% | $4,289+14.2% |
| Admin fee / account holder | $319 | $1,429-77.7% | $5,472-94.2% | $1,587-79.9% |