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: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,148 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,228 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,159 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,174 | $50,815-13.1% | $155,509-71.6% | $77,643-43.1% |
| Participation rate | 35.7% | 63.1%-27.4pp | 78.2%-42.4pp | 70.6%-34.8pp |
| Annual return | 10.35% | 34.80%-24.5pp | 64.67%-54.3pp | 31.24%-20.9pp |
| Employer contribution / active EE | $485 | $1,993-75.7% | $4,672-89.6% | $2,726-82.2% |
| Participant deferral / active EE | $2,017 | $2,822-28.5% | $5,626-64.1% | $4,647-56.6% |
| Admin fee / account holder | $171 | $437-60.8% | $15,912-98.9% | $430-60.2% |