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) | $21,821 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,684 | $48,795-10.5% | $65,493-33.3% | $84,808-48.5% |
| Participation rate | 91.8% | 67.0%+24.8pp | 73.1%+18.7pp | 68.3%+23.4pp |
| Annual return | 16.79% | 20.20%-3.4pp | 982.45%-965.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,856 | $1,930-3.8% | $2,574-27.9% | $2,631-29.4% |
| Participant deferral / active EE | $3,564 | $2,928+21.7% | $3,961-10.0% | $4,212-15.4% |
| Admin fee / account holder | $274 | $3,877-92.9% | $5,028-94.5% | $7,344-96.3% |