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 26 · EIN 04-3046611 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $31,656 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,830 | $44,960+84.2% | $84,966-2.5% | $74,495+11.2% |
| Participation rate | 92.5% | 49.4%+43.1pp | 67.5%+25.0pp | 67.2%+25.3pp |
| Annual return | 17.83% | 26.24%-8.4pp | 66.38%-48.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,839 | $1,457+163.5% | $2,727+40.8% | $2,623+46.4% |
| Participant deferral / active EE | $7,491 | $2,731+174.3% | $4,519+65.7% | $4,346+72.4% |
| Admin fee / account holder | $305 | $2,209-86.2% | $6,149-95.0% | $1,942-84.3% |