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 9-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 47-1411118 4340 REDWOOD HWY SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $16,514 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,494 | $64,119-74.3% | $112,228-85.3% | $66,914-75.4% |
| Participation rate | 89.9% | 68.5%+21.5pp | 75.1%+14.9pp | 69.8%+20.1pp |
| Annual return | -18.89% | -13.81%-5.1pp | 27.45%-46.3pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,328 | $3,005-55.8% | $3,635-63.5% | $2,544-47.8% |
| Participant deferral / active EE | $2,989 | $3,693-19.1% | $4,728-36.8% | $4,237-29.5% |
| Admin fee / account holder | $160 | $625-74.5% | $6,410-97.5% | $593-73.1% |