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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,345 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,257 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,314 | $42,886-3.7% | $88,946-53.6% | $85,563-51.7% |
| Participation rate | 94.2% | 37.9%+56.3pp | 68.8%+25.4pp | 66.0%+28.2pp |
| Annual return | 13.37% | 44.56%-31.2pp | 57.82%-44.4pp | 31.51%-18.1pp |
| Employer contribution / active EE | $775 | $1,147-32.4% | $2,555-69.7% | $2,654-70.8% |
| Participant deferral / active EE | $4,335 | $2,108+105.6% | $4,581-5.4% | $4,375-0.9% |
| Admin fee / account holder | $198 | $2,263-91.3% | $8,261-97.6% | $834-76.3% |