See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,080 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 | Contract Administrator | $22,780 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,384 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BENCHMARK RETIREMENT PLAN SERVICES, Service code 13 2215 PLANK ROAD · FREDERICKSBURG, VA 22401 | Contract Administrator | $4,600 |
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 | $43,040 | $106,028-59.4% | $146,958-70.7% | $77,643-44.6% |
| Participation rate | 84.1% | 78.4%+5.7pp | 82.2%+1.9pp | 70.6%+13.5pp |
| Annual return | 0.00% | 56.73%-56.7pp | 418.34%-418.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $2,974 | $4,063-26.8% | $4,933-39.7% | $2,726+9.1% |
| Participant deferral / active EE | $8,493 | $7,990+6.3% | $8,070+5.2% | $4,647+82.7% |
| Admin fee / account holder | $189 | $337-43.9% | $12,998-98.5% | $430-56.0% |