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) | $27,585 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,351 | $84,487-45.1% | $125,339-63.0% | $66,914-30.7% |
| Participation rate | 75.4% | 76.4%-1.1pp | 82.4%-7.0pp | 69.8%+5.5pp |
| Annual return | -17.70% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,827 | $3,553+7.7% | $4,814-20.5% | $2,544+50.4% |
| Participant deferral / active EE | $8,754 | $6,781+29.1% | $7,446+17.6% | $4,237+106.6% |
| Admin fee / account holder | $163 | $685-76.2% | $10,010-98.4% | $593-72.5% |