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 26 HIGHWAY, SUITE B-30 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $8,079 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,300 | $49,915-31.3% | $154,803-77.8% | $74,304-53.8% |
| Participation rate | 86.4% | 54.0%+32.5pp | 78.1%+8.3pp | 60.3%+26.1pp |
| Annual return | 12.01% | 34.06%-22.0pp | 58.88%-46.9pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,694 | $1,611+5.1% | $4,305-60.7% | $2,241-24.4% |
| Participant deferral / active EE | $2,119 | $2,255-6.0% | $5,540-61.8% | $3,767-43.8% |
| Admin fee / account holder | $142 | $2,189-93.5% | $14,329-99.0% | $2,969-95.2% |