See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO BRIAN WHINNERY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $8,473 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,343 | $47,977-74.3% | $154,107-92.0% | $56,287-78.1% |
| Participation rate | 98.9% | 66.2%+32.7pp | 83.0%+15.8pp | 69.9%+29.0pp |
| Annual return | 19.05% | 3.54%+15.5pp | 735.12%-716.1pp | -9.96%+29.0pp |
| Employer contribution / active EE | $2,107 | $2,169-2.8% | $5,298-60.2% | $2,111-0.2% |
| Participant deferral / active EE | $4,872 | $2,392+103.7% | $5,081-4.1% | $3,350+45.4% |
| Admin fee / account holder | $59 | $438-86.5% | $13,411-99.6% | $521-88.7% |