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 9-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 Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,477 |
Service code 13 6737 W. WASHINGTON STR. STE 1105 · CHICAGO, IL 606062600 | Contract Administrator | $18,303 |
Filed as: NA NA Service code 99 2 N RIVERSIDE PLZ STE 1230 · CHICAGO, IL 60606 | Other Fees | $3,645 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $732 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,017 | $54,193-31.7% | $93,654-60.5% | $77,671-52.3% |
| Participation rate | 42.5% | 63.9%-21.4pp | 68.7%-26.2pp | 70.6%-28.1pp |
| Annual return | 21.42% | 30.54%-9.1pp | 133.34%-111.9pp | 31.21%-9.8pp |
| Employer contribution / active EE | $1,223 | $1,168+4.7% | $2,421-49.5% | $2,726-55.1% |
| Participant deferral / active EE | $2,871 | $3,144-8.7% | $4,413-34.9% | $4,648-38.2% |
| Admin fee / account holder | $49 | $576-91.5% | $8,282-99.4% | $430-88.6% |