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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,619 |
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $34,040 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Account maintenance fees; Sub-transfe... | $3,773 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,352 | $58,083-28.8% | $80,019-48.3% | $56,287-26.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -4.41% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $410 | $1,932-78.8% | $2,468-83.4% | $2,111-80.6% |
| Participant deferral / active EE | $2,106 | $3,135-32.8% | $3,686-42.9% | $3,350-37.1% |
| Admin fee / account holder | $290 | $623-53.3% | $6,521-95.5% | $521-44.2% |