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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,723 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $379,138 | $95,274+297.9% | $135,903+179.0% | $74,419+409.5% |
| Participation rate | 84.1% | 78.2%+5.9pp | 81.9%+2.2pp | 70.7%+13.3pp |
| Annual return | 14.36% | 32.77%-18.4pp | 68.23%-53.9pp | 34.38%-20.0pp |
| Employer contribution / active EE | $10,696 | $3,874+176.1% | $4,856+120.2% | $2,637+305.5% |
| Participant deferral / active EE | $10,835 | $7,782+39.2% | $7,758+39.7% | $4,528+139.3% |
| Admin fee / account holder | $193 | $266-27.5% | $10,762-98.2% | $348-44.5% |