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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,782 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $43,155 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,597 | $98,727-77.1% | $113,168-80.0% | $85,563-73.6% |
| Participation rate | 88.4% | 80.8%+7.6pp | 76.6%+11.8pp | 66.0%+22.4pp |
| Annual return | 17.65% | 17.43%+0.2pp | 24.27%-6.6pp | 31.51%-13.9pp |
| Employer contribution / active EE | $900 | $2,907-69.0% | $2,975-69.7% | $2,654-66.1% |
| Participant deferral / active EE | $3,178 | $5,424-41.4% | $5,107-37.8% | $4,375-27.4% |
| Admin fee / account holder | $159 | $357-55.5% | $12,068-98.7% | $834-81.0% |