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 LLC8+ years Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $73,018 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,746 |
PEERY & ASSOCIATES, INC.1 year Filed as: PEERY & ASSOCIATES, INC Service code 13 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $13,732 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,917 | $47,898+73.1% | $117,472-29.4% | $64,808+27.9% |
| Participation rate | 68.9% | 61.9%+7.0pp | 70.6%-1.7pp | 71.5%-2.6pp |
| Annual return | -12.67% | -15.54%+2.9pp | 29.74%-42.4pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,161 | $1,774-34.5% | $4,176-72.2% | $2,506-53.7% |
| Participant deferral / active EE | $4,339 | $3,151+37.7% | $4,070+6.6% | $4,310+0.7% |
| Admin fee / account holder | $364 | $132+176.4% | $5,645-93.5% | $188+94.0% |