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 | $20,982 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,881 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS INC Service code 13 · EIN 35-1277460 900 E 96TH ST., STE 325 · INDIANAPOLIS, IN 46240 | Contract Administrator | $6,381 |
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 | $51,329 | $57,016-10.0% | $84,966-39.6% | $80,856-36.5% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 28.71% | 21.66%+7.1pp | 66.38%-37.7pp | 35.59%-6.9pp |
| Employer contribution / active EE | $1,005 | $1,798-44.1% | $2,727-63.1% | $2,755-63.5% |
| Participant deferral / active EE | $9,563 | $3,110+207.5% | $4,519+111.6% | $4,296+122.6% |
| Admin fee / account holder | $561 | $4,980-88.7% | $6,149-90.9% | $6,918-91.9% |