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 9-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $14,448 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY STE B-30 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,905 | $84,487-13.7% | $125,339-41.8% | $66,914+9.0% |
| Participation rate | 78.4% | 76.4%+2.0pp | 82.4%-4.0pp | 69.8%+8.6pp |
| Annual return | -16.86% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,747 | $3,553+5.5% | $4,814-22.1% | $2,544+47.3% |
| Participant deferral / active EE | $5,044 | $6,781-25.6% | $7,446-32.3% | $4,237+19.0% |
| Admin fee / account holder | $160 | $685-76.6% | $10,010-98.4% | $593-73.0% |