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 | $36,251 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,413 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,545 | $119,446-64.4% | $150,045-71.6% | $85,563-50.3% |
| Participation rate | 57.1% | 75.4%-18.3pp | 82.3%-25.2pp | 66.0%-8.9pp |
| Annual return | 37.96% | 23.72%+14.2pp | 62.55%-24.6pp | 31.51%+6.4pp |
| Employer contribution / active EE | $2,756 | $4,078-32.4% | $4,693-41.3% | $2,654+3.9% |
| Participant deferral / active EE | $5,837 | $7,985-26.9% | $7,997-27.0% | $4,375+33.4% |
| Admin fee / account holder | $221 | $548-59.6% | $13,435-98.4% | $834-73.5% |