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) | $25,299 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,022 | $82,664+81.5% | $125,339+19.7% | $68,494+119.0% |
| Participation rate | 94.8% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -16.36% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $846 | $3,381-75.0% | $4,814-82.4% | $2,596-67.4% |
| Participant deferral / active EE | $10,090 | $6,110+65.1% | $7,446+35.5% | $4,027+150.6% |
| Admin fee / account holder | $195 | $6,275-96.9% | $10,010-98.0% | $5,403-96.4% |