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 5-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 26 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $11,622 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,706 | $102,317-31.9% | $146,958-52.6% | $80,856-13.8% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 14.04% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,600 | $3,713-56.9% | $4,933-67.6% | $2,755-41.9% |
| Participant deferral / active EE | $6,634 | $6,644-0.1% | $8,070-17.8% | $4,296+54.4% |
| Admin fee / account holder | $283 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |