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 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,000 |
Service code 37 · EIN 04-2647786 245 SUMMER ST · BOSTON, MA 02210 | Loan Processing | $29,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,130 | $50,815-40.7% | $155,509-80.6% | $77,643-61.2% |
| Participation rate | 78.6% | 63.1%+15.5pp | 78.2%+0.4pp | 70.6%+8.1pp |
| Annual return | 12.88% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,217 | $1,993-38.9% | $4,672-73.9% | $2,726-55.3% |
| Participant deferral / active EE | $1,550 | $2,822-45.1% | $5,626-72.5% | $4,647-66.6% |
| Admin fee / account holder | $116 | $437-73.4% | $15,912-99.3% | $430-73.0% |