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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $22,263 |
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 | $418,754 | $106,028+294.9% | $146,958+184.9% | $77,643+439.3% |
| Participation rate | 78.4% | 78.4%0pp | 82.2%-3.8pp | 70.6%+7.8pp |
| Annual return | 13.24% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $10,724 | $4,063+163.9% | $4,933+117.4% | $2,726+293.4% |
| Participant deferral / active EE | $10,833 | $7,990+35.6% | $8,070+34.2% | $4,647+133.1% |
| Admin fee / account holder | $194 | $337-42.6% | $12,998-98.5% | $430-55.0% |