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 | $22,608 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $20,000 |
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 | $36,979 | $71,516-48.3% | $98,439-62.4% | $71,457-48.3% |
| Participation rate | 73.4% | 72.7%+0.7pp | 75.2%-1.8pp | 67.9%+5.4pp |
| Annual return | 16.10% | 32.41%-16.3pp | 21.16%-5.1pp | 28.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,423 | $4,109-41.0% | $4,738-48.8% | $4,289-43.5% |
| Admin fee / account holder | $178 | $1,675-89.4% | $8,948-98.0% | $1,587-88.8% |