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 | $16,058 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,662 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $89,165 | $65,561+36.0% | $91,541-2.6% | $74,304+20.0% |
| Participation rate | 99.2% | 56.6%+42.6pp | 69.8%+29.4pp | 60.3%+38.9pp |
| Annual return | 18.01% | 17.68%+0.3pp | 20.50%-2.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,115 | $1,717-35.1% | $2,505-55.5% | $2,241-50.3% |
| Participant deferral / active EE | $6,409 | $2,918+119.6% | $4,008+59.9% | $3,767+70.1% |
| Admin fee / account holder | $213 | $3,333-93.6% | $6,956-96.9% | $2,969-92.8% |