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 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,516 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,141 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,234 | $138,347-47.1% | $184,203-60.2% | $80,856-9.4% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 12.25% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,903 | $4,850+1.1% | $6,427-23.7% | $2,755+78.0% |
| Participant deferral / active EE | $4,678 | $7,071-33.8% | $9,131-48.8% | $4,296+8.9% |
| Admin fee / account holder | $244 | $10,483-97.7% | $13,901-98.2% | $6,918-96.5% |