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, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $60,000 |
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,161 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,944 | $82,202+300.2% | $125,339+162.4% | $64,808+407.6% |
| Participation rate | 84.6% | 77.9%+6.7pp | 82.4%+2.2pp | 71.5%+13.1pp |
| Annual return | -15.52% | 3.48%-19.0pp | 572.05%-587.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $9,330 | $3,615+158.1% | $4,814+93.8% | $2,506+272.3% |
| Participant deferral / active EE | $9,806 | $7,175+36.7% | $7,446+31.7% | $4,310+127.5% |
| Admin fee / account holder | $193 | $163+18.4% | $10,010-98.1% | $188+2.9% |