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 33 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage | $12,101 |
TRITON SERVICES CORPORATION7+ years Service code 15 · EIN 11-3187413 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Recordkeeping | $10,836 |
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,242 | $59,584-54.3% | $86,874-68.6% | $79,386-65.7% |
| Participation rate | 64.1% | 67.7%-3.5pp | 71.6%-7.5pp | 70.7%-6.6pp |
| Annual return | 13.17% | 23.15%-10.0pp | 63.52%-50.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,495-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,037 | $3,036-32.9% | $3,699-44.9% | $4,046-49.7% |
| Admin fee / account holder | $198 | $604-67.2% | $5,828-96.6% | $626-68.4% |