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) | $28,718 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,465 |
MORNINGSTAR5 years Service code 50 | Direct Payment | $2,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,018 | $100,923+56.6% | $150,045+5.3% | $74,304+112.7% |
| Participation rate | 90.2% | 70.1%+20.1pp | 82.3%+7.8pp | 60.3%+29.8pp |
| Annual return | 18.42% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,564 | $3,463-26.0% | $4,693-45.4% | $2,241+14.4% |
| Participant deferral / active EE | $12,805 | $6,709+90.9% | $7,997+60.1% | $3,767+239.9% |
| Admin fee / account holder | $209 | $2,767-92.5% | $13,435-98.4% | $2,969-93.0% |