See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $29,381 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,225 | $55,415-29.2% | $155,509-74.8% | $74,495-47.3% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+1.1pp | 67.2%+12.0pp |
| Annual return | 15.23% | 268.50%-253.3pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,416 | $2,267+50.7% | $4,672-26.9% | $2,623+30.2% |
| Participant deferral / active EE | $3,556 | $2,836+25.4% | $5,626-36.8% | $4,346-18.2% |
| Admin fee / account holder | $190 | $1,738-89.1% | $15,912-98.8% | $1,942-90.2% |