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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $35,723 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,487 |
BAERG & ASSOCIATES, LLP6 years Service code 10 · EIN 81-4772345 | Accounting | $27,450 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $81,327 | $82,978-2.0% | $129,995-37.4% | $71,457+13.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 20.56% | 20.60%0pp | -137.18%+157.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $3,669 | $2,622+40.0% | $4,320-15.1% | $2,588+41.8% |
| Participant deferral / active EE | $5,304 | $4,432+19.7% | $5,820-8.9% | $4,289+23.7% |
| Admin fee / account holder | $507 | $1,729-70.7% | $10,614-95.2% | $1,587-68.0% |