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) | $67,255 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,062 | $80,724+37.6% | $103,333+7.5% | $74,495+49.1% |
| Participation rate | 84.6% | 65.7%+18.9pp | 74.5%+10.1pp | 67.2%+17.4pp |
| Annual return | 12.71% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,799 | $3,157+20.3% | $3,868-1.8% | $2,623+44.8% |
| Participant deferral / active EE | $6,843 | $3,860+77.3% | $5,057+35.3% | $4,346+57.5% |
| Admin fee / account holder | $369 | $2,368-84.4% | $8,355-95.6% | $1,942-81.0% |