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 10-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,256 | $58,264+18.9% | $86,612-20.0% | $71,457-3.1% |
| Participation rate | 80.8% | 65.0%+15.8pp | 71.7%+9.1pp | 67.9%+12.9pp |
| Annual return | 21.21% | 21.63%-0.4pp | 591.07%-569.9pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,230 | $2,574+25.5% | $3,022+6.9% | $2,588+24.8% |
| Participant deferral / active EE | $6,711 | $3,436+95.3% | $4,438+51.2% | $4,289+56.5% |
| Admin fee / account holder | $211 | $1,057-80.0% | $5,614-96.2% | $1,587-86.7% |