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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,955 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,920 | $50,982+13.6% | $154,803-62.6% | $85,563-32.3% |
| Participation rate | 60.4% | 59.8%+0.6pp | 78.1%-17.7pp | 66.0%-5.6pp |
| Annual return | 19.83% | 30.35%-10.5pp | 58.88%-39.1pp | 31.51%-11.7pp |
| Employer contribution / active EE | $2,726 | $1,708+59.6% | $4,305-36.7% | $2,654+2.7% |
| Participant deferral / active EE | $5,599 | $2,474+126.3% | $5,540+1.1% | $4,375+28.0% |
| Admin fee / account holder | $333 | $846-60.7% | $14,329-97.7% | $834-60.1% |