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 Service code 16 · EIN 47-1411118 | Consulting | $53,539 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,151 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE SUITE 810 · MEMPHIS, TN 38137 | Contract Administrator | $12,338 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,698 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,141 |
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 | $18,612 | $50,982-63.5% | $154,803-88.0% | $85,563-78.2% |
| Participation rate | 84.6% | 59.8%+24.8pp | 78.1%+6.6pp | 66.0%+18.7pp |
| Annual return | 4.01% | 30.35%-26.3pp | 58.88%-54.9pp | 31.51%-27.5pp |
| Employer contribution / active EE | $928 | $1,708-45.7% | $4,305-78.4% | $2,654-65.0% |
| Participant deferral / active EE | $1,329 | $2,474-46.3% | $5,540-76.0% | $4,375-69.6% |
| Admin fee / account holder | $36 | $846-95.8% | $14,329-99.8% | $834-95.7% |