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, LLC Service code 49 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Other Services | $14,530 |
NATIONWIDE8 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,479 |
MY BENEFITS, LLC7 years Service code 28 2524 HABERFIELD CT. NE · ATLANTA, GA 30319 | Investment Management | $530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,809 | $54,193+28.8% | $93,606-25.4% | $77,643-10.1% |
| Participation rate | 32.8% | 63.9%-31.1pp | 68.7%-35.9pp | 70.6%-37.7pp |
| Annual return | 337.54% | 30.54%+307.0pp | 133.20%+204.3pp | 31.24%+306.3pp |
| Employer contribution / active EE | $237 | $1,168-79.7% | $2,420-90.2% | $2,726-91.3% |
| Participant deferral / active EE | $1,840 | $3,144-41.5% | $4,411-58.3% | $4,647-60.4% |
| Admin fee / account holder | $354 | $576-38.4% | $8,285-95.7% | $430-17.7% |