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) | $20,059 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,276 | $69,745-43.7% | $67,511-41.8% | $74,546-47.3% |
| Participation rate | 80.0% | 71.3%+8.7pp | 72.9%+7.1pp | 67.2%+12.8pp |
| Annual return | 13.07% | -40.37%+53.4pp | 3517.41%-3504.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,635 | $2,705-39.6% | $2,733-40.2% | $2,624-37.7% |
| Participant deferral / active EE | $3,545 | $3,636-2.5% | $4,000-11.4% | $4,347-18.5% |
| Admin fee / account holder | $290 | $894-67.6% | $3,999-92.7% | $1,944-85.1% |