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) | $18,966 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $671 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,043 | $54,350+52.8% | $82,719+0.4% | $68,494+21.2% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -14.93% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,299 | $2,218+3.7% | $3,009-23.6% | $2,596-11.4% |
| Participant deferral / active EE | $3,109 | $3,246-4.2% | $4,395-29.3% | $4,027-22.8% |
| Admin fee / account holder | $524 | $4,395-88.1% | $5,329-90.2% | $5,403-90.3% |