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 RETREMENT PARTNERS LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $32,511 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,930 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL NEW ENGLAND, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $5,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,443 | $61,272-38.9% | $149,673-75.0% | $71,457-47.6% |
| Participation rate | 69.9% | 62.5%+7.4pp | 78.8%-8.9pp | 67.9%+1.9pp |
| Annual return | 26.37% | 35.85%-9.5pp | 134.42%-108.0pp | 28.85%-2.5pp |
| Employer contribution / active EE | $4,046 | $2,378+70.1% | $4,818-16.0% | $2,588+56.4% |
| Participant deferral / active EE | $3,254 | $2,917+11.6% | $5,680-42.7% | $4,289-24.1% |
| Admin fee / account holder | $237 | $1,261-81.2% | $13,210-98.2% | $1,587-85.1% |