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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,411 | $63,442+89.8% | $68,791+75.0% | $66,914+79.9% |
| Participation rate | 93.5% | 60.0%+33.5pp | 69.0%+24.4pp | 69.8%+23.7pp |
| Annual return | -17.71% | -8.29%-9.4pp | -6.38%-11.3pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,493 | $1,775+153.1% | $2,655+69.2% | $2,544+76.6% |
| Participant deferral / active EE | $4,915 | $2,945+66.9% | $3,941+24.7% | $4,237+16.0% |
| Admin fee / account holder | $249 | $577-56.9% | $4,932-95.0% | $593-58.1% |