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 LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $42,254 |
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $17,037 |
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 | $47,638 | $74,347-35.9% | $93,606-49.1% | $67,579-29.5% |
| Participation rate | 90.8% | 80.6%+10.2pp | 75.8%+15.0pp | 71.3%+19.5pp |
| Annual return | 19.07% | 28.07%-9.0pp | 32.76%-13.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $383 | $2,583-85.2% | $2,718-85.9% | $2,148-82.2% |
| Participant deferral / active EE | $1,960 | $4,060-51.7% | $4,069-51.8% | $3,539-44.6% |
| Admin fee / account holder | $244 | $123+99.2% | $7,888-96.9% | $142+71.8% |