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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $29,032 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,608 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 · EIN 39-1816008 | Contract Administrator | $19,171 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,144 |
Service code 55 5707 SOUTHWEST PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,987 | $34,677+15.3% | $77,024-48.1% | $64,808-38.3% |
| Participation rate | 34.7% | 49.8%-15.2pp | 67.9%-33.2pp | 71.5%-36.8pp |
| Annual return | -15.16% | -5.33%-9.8pp | 42.32%-57.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $800 | $1,370-41.6% | $2,812-71.6% | $2,506-68.1% |
| Participant deferral / active EE | $1,996 | $2,556-21.9% | $4,426-54.9% | $4,310-53.7% |
| Admin fee / account holder | $300 | $179+68.2% | $5,425-94.5% | $188+59.9% |