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 FBO Service code 27 · EIN 47-1411118 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,818 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,771 | $54,762+42.0% | $90,281-13.9% | $72,985+6.6% |
| Participation rate | 95.7% | 65.1%+30.5pp | 73.3%+22.4pp | 69.5%+26.2pp |
| Annual return | 18.29% | 30.63%-12.3pp | 78.10%-59.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,957 | $2,092+41.3% | $2,854+3.6% | $2,440+21.2% |
| Participant deferral / active EE | $4,767 | $2,887+65.1% | $3,885+22.7% | $3,607+32.2% |
| Admin fee / account holder | $26 | $3,972-99.4% | $5,351-99.5% | $5,124-99.5% |