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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,233 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Investment Management | $7,697 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 72 | Other investment fees and expenses | $0 |
Filed as: GWFS EQUITIES INC Service code 59 | Shareholder Servicing | $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.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,820 | $78,485-17.4% | $106,213-39.0% | $74,495-13.0% |
| Participation rate | 62.3% | 72.8%-10.5pp | 75.3%-12.9pp | 67.2%-4.9pp |
| Annual return | 18.93% | 15.95%+3.0pp | 116.14%-97.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,533 | $2,523+0.4% | $3,171-20.1% | $2,623-3.4% |
| Participant deferral / active EE | $4,678 | $4,322+8.2% | $5,016-6.7% | $4,346+7.7% |
| Admin fee / account holder | $303 | $2,232-86.4% | $11,033-97.3% | $1,942-84.4% |