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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,503 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,109 |
JM PENSION ADVISORY, INC.10+ years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $16,612 |
GELMAN PENSION CONSULTING, INC.10+ years Filed as: GELMAN, ROSENBERG & FREEDMAN, P.C. Service code 10 4550 MONTGOMERY AVENUE, SUITE 650N · BETHESDA, MD 20814 | Accounting | $16,588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,318 | $60,323+121.0% | $81,812+63.0% | $74,495+79.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.37% | 16.90%-1.5pp | 773.79%-758.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $11,448 | $2,620+336.9% | $2,912+293.1% | $2,623+336.4% |
| Participant deferral / active EE | $7,775 | $3,387+129.5% | $4,319+80.0% | $4,346+78.9% |
| Admin fee / account holder | $543 | $1,486-63.4% | $7,386-92.6% | $1,942-72.0% |