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 PARTNER Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $9,180 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,017 | $53,777+33.9% | $134,143-46.3% | $79,858-9.8% |
| Participation rate | 45.9% | 58.8%-12.9pp | 72.2%-26.3pp | 69.6%-23.8pp |
| Annual return | 12.72% | 19.01%-6.3pp | 36.33%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,390 | $1,321+5.2% | $3,704-62.5% | $2,471-43.8% |
| Participant deferral / active EE | $3,202 | $2,420+32.3% | $3,499-8.5% | $3,740-14.4% |
| Admin fee / account holder | $381 | $3,984-90.4% | $6,684-94.3% | $5,306-92.8% |