See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $34,711 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,759 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $13,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,019 | $50,982-9.7% | $154,803-70.3% | $85,563-46.2% |
| Participation rate | 76.6% | 59.8%+16.8pp | 78.1%-1.4pp | 66.0%+10.7pp |
| Annual return | 13.17% | 30.35%-17.2pp | 58.88%-45.7pp | 31.51%-18.3pp |
| Employer contribution / active EE | $3,113 | $1,708+82.2% | $4,305-27.7% | $2,654+17.3% |
| Participant deferral / active EE | $3,835 | $2,474+55.0% | $5,540-30.8% | $4,375-12.4% |
| Admin fee / account holder | $244 | $846-71.1% | $14,329-98.3% | $834-70.7% |