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, LL Service code 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $17,792 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,858 |
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 | $44,285 | $99,957-55.7% | $149,696-70.4% | $73,488-39.7% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 20.39% | 53.87%-33.5pp | 276.60%-256.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,840 | $3,191-42.4% | $4,644-60.4% | $2,270-19.0% |
| Participant deferral / active EE | $5,319 | $6,073-12.4% | $6,842-22.3% | $3,740+42.2% |
| Admin fee / account holder | $157 | $551-71.5% | $9,309-98.3% | $513-69.4% |