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 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,792 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
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 | $31,390 | $65,592-52.1% | $90,160-65.2% | $69,631-54.9% |
| Participation rate | 76.7% | 77.6%-0.9pp | 76.9%-0.2pp | 70.7%+6.0pp |
| Annual return | 94.47% | 57.10%+37.4pp | 34.88%+59.6pp | 27571.02%-27476.6pp |
| Employer contribution / active EE | $3,869 | $2,193+76.4% | $3,318+16.6% | $2,032+90.4% |
| Participant deferral / active EE | $8,259 | $5,257+57.1% | $5,288+56.2% | $3,224+156.2% |
| Admin fee / account holder | $40 | $86-52.9% | $5,943-99.3% | $110-63.5% |