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 RETIREMENT PARTNERS, LLC. Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $34,836 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,105 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $10,752 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,864 | $80,724+88.1% | $103,333+47.0% | $74,495+103.9% |
| Participation rate | 95.9% | 65.7%+30.2pp | 74.5%+21.4pp | 67.2%+28.7pp |
| Annual return | 16.14% | 27.56%-11.4pp | 24.88%-8.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,943 | $3,157-38.5% | $3,868-49.8% | $2,623-25.9% |
| Participant deferral / active EE | $11,990 | $3,860+210.6% | $5,057+137.1% | $4,346+175.9% |
| Admin fee / account holder | $445 | $2,368-81.2% | $8,355-94.7% | $1,942-77.1% |