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) | $20,072 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $635 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,196 | $65,409+42.5% | $98,442-5.3% | $85,850+8.6% |
| Participation rate | 61.1% | 65.0%-3.9pp | 73.3%-12.3pp | 69.3%-8.3pp |
| Annual return | 11.53% | 21.76%-10.2pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,935 | $2,168-10.7% | $2,960-34.6% | $2,565-24.6% |
| Participant deferral / active EE | $3,087 | $3,166-2.5% | $4,276-27.8% | $3,952-21.9% |
| Admin fee / account holder | $547 | $4,593-88.1% | $5,949-90.8% | $6,260-91.3% |