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) | $17,619 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,809 |
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 | $83,642 | $102,317-18.3% | $146,958-43.1% | $80,856+3.4% |
| Participation rate | 89.0% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,905 | $3,713+32.1% | $4,933-0.6% | $2,755+78.0% |
| Participant deferral / active EE | $10,030 | $6,644+51.0% | $8,070+24.3% | $4,296+133.5% |
| Admin fee / account holder | $521 | $7,941-93.4% | $12,998-96.0% | $6,918-92.5% |