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) | $18,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,547 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,288 | $81,460+89.4% | $103,333+49.3% | $80,856+90.8% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 18.66% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,043 | $3,105+30.2% | $3,868+4.5% | $2,755+46.8% |
| Participant deferral / active EE | $9,242 | $3,869+138.9% | $5,057+82.7% | $4,296+115.1% |
| Admin fee / account holder | $175 | $6,566-97.3% | $8,355-97.9% | $6,918-97.5% |