See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $67,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,899 |
PEERY & ASSOCIATES, INC.2 years Filed as: PEERY & ASSOCIATES, INC Service code 13 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $96 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,254 | $53,345+50.4% | $121,098-33.7% | $74,419+7.8% |
| Participation rate | 95.6% | 60.0%+35.6pp | 69.5%+26.1pp | 70.7%+24.9pp |
| Annual return | 19.89% | 35.15%-15.3pp | 985.75%-965.9pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,836 | $1,898+49.4% | $4,164-31.9% | $2,637+7.5% |
| Participant deferral / active EE | $5,902 | $3,221+83.3% | $4,080+44.7% | $4,528+30.3% |
| Admin fee / account holder | $256 | $382-32.9% | $5,644-95.5% | $348-26.4% |