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 9-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 Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,876 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,710 | $69,362+26.5% | $101,248-13.4% | $73,488+19.4% |
| Participation rate | 90.8% | 68.4%+22.4pp | 75.8%+14.9pp | 70.7%+20.1pp |
| Annual return | 17.78% | 18.46%-0.7pp | 46.47%-28.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $3,890 | $2,628+48.0% | $3,660+6.3% | $2,270+71.4% |
| Participant deferral / active EE | $6,736 | $3,300+104.1% | $4,370+54.1% | $3,740+80.1% |
| Admin fee / account holder | $148 | $704-78.9% | $5,945-97.5% | $513-71.1% |