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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,229 |
SHEA LABAGH DOBBERSTEIN2+ years Filed as: SHEA LABAGH DOBBERSTEIN, INC Service code 10 505 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Accounting | $4,150 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $498 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,173 | $46,072-58.4% | $70,014-72.6% | $55,167-65.2% |
| Participation rate | 54.9% | 67.5%-12.5pp | 71.8%-16.9pp | 69.0%-14.1pp |
| Annual return | 5.60% | 8.68%-3.1pp | 12.99%-7.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $175 | $1,500-88.3% | $2,338-92.5% | $1,963-91.1% |
| Participant deferral / active EE | $1,484 | $2,344-36.7% | $2,931-49.3% | $3,054-51.4% |
| Admin fee / account holder | $49 | $428-88.5% | $4,380-98.9% | $504-90.3% |