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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,553 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $72,136 |
DOUGHERTY & COMPANY1 year Service code 15 · EIN 15-3871065 | Recordkeeping | $11,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,511 | $53,165-5.0% | $86,188-41.4% | $74,419-32.1% |
| Participation rate | 87.3% | 64.9%+22.5pp | 69.0%+18.4pp | 70.7%+16.6pp |
| Annual return | 20.14% | 22.64%-2.5pp | 1168.45%-1148.3pp | 34.38%-14.2pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,292 | $3,234+94.5% | $3,985+57.9% | $4,528+39.0% |
| Admin fee / account holder | $192 | $551-65.3% | $6,852-97.2% | $348-44.9% |