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 7-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 64 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Recordkeeping Fees | $16,836 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,191 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,475 |
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 | $28,970 | $91,407-68.3% | $135,903-78.7% | $71,457-59.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 37.49% | 29.90%+7.6pp | 68.23%-30.7pp | 28.85%+8.6pp |
| Employer contribution / active EE | $4,267 | $3,703+15.2% | $4,856-12.1% | $2,588+64.9% |
| Participant deferral / active EE | $8,733 | $7,092+23.1% | $7,758+12.6% | $4,289+103.6% |
| Admin fee / account holder | $133 | $1,266-89.5% | $10,762-98.8% | $1,587-91.6% |