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) | $9,912 |
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 | $28,959 | $65,061-55.5% | $143,757-79.9% | $66,914-56.7% |
| Participation rate | 84.7% | 65.2%+19.5pp | 80.3%+4.4pp | 69.8%+14.9pp |
| Annual return | -12.78% | -11.14%-1.6pp | -0.04%-12.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,306 | $2,361-44.7% | $4,951-73.6% | $2,544-48.7% |
| Participant deferral / active EE | $1,741 | $2,919-40.4% | $5,637-69.1% | $4,237-58.9% |
| Admin fee / account holder | $120 | $502-76.1% | $14,673-99.2% | $593-79.7% |