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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,654 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,829 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $143 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,947 | $50,106-60.2% | $70,014-71.5% | $57,658-65.4% |
| Participation rate | 84.4% | 70.9%+13.6pp | 71.8%+12.6pp | 70.2%+14.2pp |
| Annual return | 9.21% | 14.58%-5.4pp | 12.99%-3.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $236 | $1,739-86.4% | $2,338-89.9% | $1,974-88.1% |
| Participant deferral / active EE | $1,377 | $2,486-44.6% | $2,931-53.0% | $3,061-55.0% |
| Admin fee / account holder | $119 | $89+33.7% | $4,380-97.3% | $95+26.1% |