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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $13,157 |
ERICKSON & CARNEGIE, LLP2+ years Service code 15 · EIN 46-5607846 | Recordkeeping | $5,500 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,082 | $56,629+23.8% | $77,999-10.2% | $55,167+27.0% |
| Participation rate | 61.7% | 73.3%-11.6pp | 75.5%-13.8pp | 69.0%-7.3pp |
| Annual return | 8.72% | 2866.98%-2858.3pp | 425.96%-417.2pp | 169.23%-160.5pp |
| Employer contribution / active EE | $930 | $1,723-46.0% | $2,470-62.4% | $1,963-52.6% |
| Participant deferral / active EE | $2,277 | $2,777-18.0% | $3,497-34.9% | $3,054-25.5% |
| Admin fee / account holder | $303 | $467-35.0% | $5,480-94.5% | $504-39.8% |