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 10-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) | $6,917 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $990 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,433 | $102,317-49.7% | $146,958-65.0% | $80,856-36.4% |
| Participation rate | 99.0% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 17.01% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,606 | $3,713-29.8% | $4,933-47.2% | $2,755-5.4% |
| Participant deferral / active EE | $5,591 | $6,644-15.8% | $8,070-30.7% | $4,296+30.2% |
| Admin fee / account holder | $54 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |