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 55 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Other Commissions | $19,000 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $11,350 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,521 | $91,517+18.6% | $101,248+7.2% | $73,409+47.8% |
| Participation rate | 54.5% | 73.8%-19.3pp | 75.8%-21.3pp | 72.2%-17.7pp |
| Annual return | 11.45% | 17.17%-5.7pp | 46.47%-35.0pp | 59.29%-47.8pp |
| Employer contribution / active EE | $1,920 | $2,877-33.2% | $3,660-47.5% | $2,234-14.0% |
| Participant deferral / active EE | $4,154 | $3,338+24.4% | $4,370-4.9% | $3,805+9.2% |
| Admin fee / account holder | $223 | $216+3.4% | $5,945-96.2% | $158+41.3% |