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 Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,919 | $86,655+11.8% | $119,609-19.0% | $66,914+44.8% |
| Participation rate | 43.1% | 75.6%-32.5pp | 79.3%-36.2pp | 69.8%-26.7pp |
| Annual return | -17.37% | -8.00%-9.4pp | -14.97%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,777 | $2,536-29.9% | $4,232-58.0% | $2,544-30.1% |
| Participant deferral / active EE | $4,112 | $4,358-5.6% | $5,602-26.6% | $4,237-2.9% |
| Admin fee / account holder | $342 | $755-54.7% | $10,323-96.7% | $593-42.4% |