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) | $24,900 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,596 | $104,475-43.0% | $159,436-62.6% | $79,386-24.9% |
| Participation rate | 78.3% | 76.6%+1.6pp | 82.8%-4.6pp | 70.7%+7.6pp |
| Annual return | 25.41% | 67.95%-42.5pp | 263.57%-238.2pp | 116.85%-91.4pp |
| Employer contribution / active EE | $3,932 | $3,417+15.1% | $4,829-18.6% | $2,427+62.0% |
| Participant deferral / active EE | $8,943 | $6,467+38.3% | $7,352+21.6% | $4,046+121.1% |
| Admin fee / account holder | $179 | $711-74.8% | $10,799-98.3% | $626-71.4% |