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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,158 |
ELLIS BENEFITS GROUP, INC.8+ years Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $9,791 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,483 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,246 | $82,664+22.5% | $125,339-19.2% | $68,494+47.8% |
| Participation rate | 87.3% | 75.0%+12.3pp | 82.4%+5.0pp | 67.9%+19.5pp |
| Annual return | -14.82% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,476 | $3,381+2.8% | $4,814-27.8% | $2,596+33.9% |
| Participant deferral / active EE | $6,260 | $6,110+2.4% | $7,446-15.9% | $4,027+55.4% |
| Admin fee / account holder | $259 | $6,275-95.9% | $10,010-97.4% | $5,403-95.2% |