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 #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $41,698 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,526 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,156 | $88,890-25.6% | $102,423-35.4% | $77,643-14.8% |
| Participation rate | 73.9% | 80.9%-7.0pp | 76.5%-2.6pp | 70.6%+3.3pp |
| Annual return | 11.81% | 24.98%-13.2pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,035 | $2,698-61.6% | $3,023-65.8% | $2,726-62.0% |
| Participant deferral / active EE | $2,700 | $5,145-47.5% | $5,053-46.6% | $4,647-41.9% |
| Admin fee / account holder | $207 | $235-11.9% | $9,451-97.8% | $430-51.8% |