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) | $20,329 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,439 | $148,978-45.3% | $200,582-59.4% | $84,808-4.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.24% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,621 | $4,815+16.7% | $6,419-12.4% | $2,631+113.6% |
| Participant deferral / active EE | $5,522 | $7,142-22.7% | $9,331-40.8% | $4,212+31.1% |
| Admin fee / account holder | $277 | $13,977-98.0% | $16,305-98.3% | $7,344-96.2% |