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 | $24,028 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,622 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,325 | $106,028-64.8% | $146,958-74.6% | $77,643-51.9% |
| Participation rate | 55.0% | 78.4%-23.4pp | 82.2%-27.1pp | 70.6%-15.6pp |
| Annual return | 30.76% | 56.73%-26.0pp | 418.34%-387.6pp | 31.24%-0.5pp |
| Employer contribution / active EE | $2,591 | $4,063-36.2% | $4,933-47.5% | $2,726-5.0% |
| Participant deferral / active EE | $5,225 | $7,990-34.6% | $8,070-35.3% | $4,647+12.4% |
| Admin fee / account holder | $175 | $337-48.0% | $12,998-98.7% | $430-59.3% |