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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,124 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,684 |
FRANK RIMERMAN & CO LLP2+ years Filed as: FRANK, RIMERMAN & CO LLP Service code 10 1801 PAGE MILL ROAD · PALO ALTO, CA 94304 | Accounting | $2,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,965 | $51,244+61.9% | $80,975+2.5% | $55,167+50.4% |
| Participation rate | 82.6% | 71.7%+10.9pp | 75.8%+6.8pp | 69.0%+13.6pp |
| Annual return | 8.28% | 17.39%-9.1pp | 17.10%-8.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,208 | $1,770+81.2% | $3,714-13.6% | $1,963+63.5% |
| Participant deferral / active EE | $9,285 | $4,418+110.2% | $5,696+63.0% | $3,054+204.0% |
| Admin fee / account holder | $98 | $398-75.4% | $5,516-98.2% | $504-80.6% |