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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $83,350 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $52,316 |
KHO PATEL1 year Service code 15 · EIN 33-0381007 | Recordkeeping | $8,000 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $36,801 | $40,174-8.4% | $84,015-56.2% | $67,579-45.5% |
| Participation rate | 86.7% | 62.7%+24.0pp | 69.0%+17.7pp | 71.3%+15.4pp |
| Annual return | 25.50% | 25.82%-0.3pp | 71.31%-45.8pp | 378.56%-353.1pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,650 | $2,301+58.6% | $3,239+12.7% | $3,539+3.1% |
| Admin fee / account holder | $169 | $128+32.0% | $6,101-97.2% | $142+19.1% |