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 LLC11+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,367 |
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 | $132,430 | $59,097+124.1% | $82,389+60.7% | $74,304+78.2% |
| Participation rate | 81.5% | 52.8%+28.7pp | 69.5%+12.0pp | 60.3%+21.2pp |
| Annual return | 13.71% | 22.85%-9.1pp | 28.67%-15.0pp | 29.43%-15.7pp |
| Employer contribution / active EE | $4,515 | $1,601+182.0% | $2,517+79.4% | $2,241+101.5% |
| Participant deferral / active EE | $4,661 | $2,775+67.9% | $4,155+12.2% | $3,767+23.7% |
| Admin fee / account holder | $380 | $4,489-91.5% | $7,231-94.7% | $2,969-87.2% |