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) | $64,056 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51,865 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,244 |
GELMAN PENSION CONSULTING, INC.11+ years Filed as: GELMAN, ROSENBERG & FREEDMAN, P.C. Service code 10 4550 MONTGOMERY AVENUE, SUITE 650N · BETHESDA, MD 20814 | Accounting | $16,380 |
JM PENSION ADVISORY, INC.11+ years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $11,348 |
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 | $169,369 | $56,317+200.7% | $71,209+137.8% | $74,304+127.9% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 16.73% | 42.83%-26.1pp | 282.51%-265.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $12,415 | $2,160+474.7% | $2,721+356.3% | $2,241+453.9% |
| Participant deferral / active EE | $8,534 | $2,788+206.1% | $4,175+104.4% | $3,767+126.5% |
| Admin fee / account holder | $640 | $2,290-72.0% | $5,349-88.0% | $2,969-78.4% |