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 Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $12,776 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,896 | $51,620+23.8% | $90,281-29.2% | $65,185-2.0% |
| Participation rate | 67.6% | 68.6%-1.0pp | 73.3%-5.7pp | 70.2%-2.6pp |
| Annual return | 25.25% | 24.94%+0.3pp | 78.10%-52.8pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,643 | $2,235-26.5% | $2,854-42.4% | $2,177-24.5% |
| Participant deferral / active EE | $2,022 | $2,871-29.6% | $3,885-48.0% | $3,514-42.5% |
| Admin fee / account holder | $444 | $384+15.7% | $5,351-91.7% | $847-47.5% |