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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,403 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,561 | $93,571-33.1% | $135,903-54.0% | $75,163-16.8% |
| Participation rate | 84.1% | 75.2%+9.0pp | 81.9%+2.2pp | 67.2%+17.0pp |
| Annual return | 17.00% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,245 | $3,537+20.0% | $4,856-12.6% | $2,670+59.0% |
| Participant deferral / active EE | $8,520 | $6,404+33.0% | $7,758+9.8% | $4,125+106.5% |
| Admin fee / account holder | $405 | $6,975-94.2% | $10,762-96.2% | $5,651-92.8% |