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 LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,896 |
ERICKSON & CARNEGIE, LLP8+ years Service code 15 · EIN 46-5607846 | Recordkeeping | $6,700 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH CPAS & BUSINESS ADVISO Service code 15 · EIN 93-0819646 | Recordkeeping | $6,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,293 | $72,607+29.9% | $90,749+3.9% | $66,914+40.9% |
| Participation rate | 65.3% | 73.7%-8.3pp | 75.7%-10.3pp | 69.8%-4.5pp |
| Annual return | -17.36% | -12.28%-5.1pp | -12.16%-5.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,219 | $2,369-48.5% | $2,921-58.3% | $2,544-52.1% |
| Participant deferral / active EE | $3,777 | $3,977-5.0% | $4,564-17.2% | $4,237-10.9% |
| Admin fee / account holder | $434 | $707-38.7% | $8,445-94.9% | $593-26.9% |