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) | $22,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,931 | $122,239+81.6% | $184,203+20.5% | $74,495+197.9% |
| Participation rate | 92.1% | 85.5%+6.6pp | 86.8%+5.3pp | 67.2%+24.9pp |
| Annual return | 16.84% | 19.95%-3.1pp | 28.81%-12.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $4,950 | $4,537+9.1% | $6,427-23.0% | $2,623+88.7% |
| Participant deferral / active EE | $5,457 | $7,139-23.6% | $9,131-40.2% | $4,346+25.6% |
| Admin fee / account holder | $183 | $1,260-85.5% | $13,901-98.7% | $1,942-90.6% |