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 Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,599 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,495 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $165,526 | $101,317+63.4% | $146,958+12.6% | $74,495+122.2% |
| Participation rate | 94.2% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 13.95% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $835 | $3,810-78.1% | $4,933-83.1% | $2,623-68.2% |
| Participant deferral / active EE | $10,247 | $7,303+40.3% | $8,070+27.0% | $4,346+135.8% |
| Admin fee / account holder | $262 | $1,739-84.9% | $12,998-98.0% | $1,942-86.5% |