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) | $44,022 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,204 | $100,923-23.5% | $150,045-48.5% | $74,304+3.9% |
| Participation rate | 86.3% | 70.1%+16.3pp | 82.3%+4.0pp | 60.3%+26.0pp |
| Annual return | 25.18% | 51.77%-26.6pp | 62.55%-37.4pp | 29.43%-4.3pp |
| Employer contribution / active EE | $4,032 | $3,463+16.4% | $4,693-14.1% | $2,241+79.9% |
| Participant deferral / active EE | $9,571 | $6,709+42.6% | $7,997+19.7% | $3,767+154.0% |
| Admin fee / account holder | $196 | $2,767-92.9% | $13,435-98.5% | $2,969-93.4% |