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 4-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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 81-2608495 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $19,990 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,983 |
Filed as: COMPENSATION SYSTEMS INC Service code 13 · EIN 35-1277460 900 E 96TH ST., STE 325 · INDIANAPOLIS, IN 46240 | Contract Administrator | $5,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,911 | $45,863-47.9% | $77,024-69.0% | $68,494-65.1% |
| Participation rate | 95.5% | 55.9%+39.6pp | 67.9%+27.6pp | 67.9%+27.6pp |
| Annual return | -15.34% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,061 | $1,650-35.7% | $2,812-62.3% | $2,596-59.1% |
| Participant deferral / active EE | $10,823 | $2,962+265.4% | $4,426+144.5% | $4,027+168.7% |
| Admin fee / account holder | $306 | $3,041-89.9% | $5,425-94.4% | $5,403-94.3% |