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) | $31,405 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,990 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,191 | $91,407-45.1% | $135,903-63.1% | $71,457-29.8% |
| Participation rate | 83.2% | 75.7%+7.6pp | 81.9%+1.3pp | 67.9%+15.3pp |
| Annual return | 20.33% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $4,458 | $3,703+20.4% | $4,856-8.2% | $2,588+72.3% |
| Participant deferral / active EE | $10,704 | $7,092+50.9% | $7,758+38.0% | $4,289+149.6% |
| Admin fee / account holder | $173 | $1,266-86.3% | $10,762-98.4% | $1,587-89.1% |