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) | $39,079 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,975 |
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 | $63,392 | $101,317-37.4% | $146,958-56.9% | $74,495-14.9% |
| Participation rate | 83.7% | 75.5%+8.1pp | 82.2%+1.5pp | 67.2%+16.5pp |
| Annual return | 23.79% | 8730.91%-8707.1pp | 418.34%-394.5pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $4,623 | $3,810+21.3% | $4,933-6.3% | $2,623+76.3% |
| Participant deferral / active EE | $10,693 | $7,303+46.4% | $8,070+32.5% | $4,346+146.1% |
| Admin fee / account holder | $202 | $1,739-88.4% | $12,998-98.4% | $1,942-89.6% |