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, LLC Service code 27 4340 REDWOOD HWY, STE B-60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $35,068 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,243 | $51,197+134.9% | $82,719+45.4% | $66,914+79.7% |
| Participation rate | 91.3% | 67.8%+23.4pp | 72.6%+18.7pp | 69.8%+21.5pp |
| Annual return | -20.60% | -9.64%-11.0pp | 701.18%-721.8pp | 1.58%-22.2pp |
| Employer contribution / active EE | $3,291 | $2,611+26.1% | $3,009+9.4% | $2,544+29.4% |
| Participant deferral / active EE | $7,223 | $3,458+108.9% | $4,395+64.3% | $4,237+70.5% |
| Admin fee / account holder | $367 | $416-11.7% | $5,329-93.1% | $593-38.2% |