See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $8,420 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,627 | $73,867-42.3% | $143,757-70.3% | $68,494-37.8% |
| Participation rate | 59.3% | 66.7%-7.3pp | 80.3%-21.0pp | 67.9%-8.5pp |
| Annual return | -16.60% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,282 | $3,384-3.0% | $5,637-41.8% | $4,027-18.5% |
| Admin fee / account holder | $213 | $5,755-96.3% | $14,673-98.6% | $5,403-96.1% |