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 LLC10+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,417 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,694 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,062 | $49,915-39.8% | $154,803-80.6% | $74,304-59.5% |
| Participation rate | 38.2% | 54.0%-15.7pp | 78.1%-39.8pp | 60.3%-22.1pp |
| Annual return | 16.23% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $310 | $1,611-80.8% | $4,305-92.8% | $2,241-86.2% |
| Participant deferral / active EE | $2,076 | $2,255-7.9% | $5,540-62.5% | $3,767-44.9% |
| Admin fee / account holder | $246 | $2,189-88.8% | $14,329-98.3% | $2,969-91.7% |