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 10-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,584 |
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $15,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,735 | $40,174+31.3% | $84,015-37.2% | $67,579-22.0% |
| Participation rate | 68.7% | 62.7%+6.0pp | 69.0%-0.4pp | 71.3%-2.6pp |
| Annual return | 16.07% | 25.82%-9.7pp | 71.31%-55.2pp | 378.56%-362.5pp |
| Employer contribution / active EE | $663 | $808-17.9% | $1,983-66.6% | $2,148-69.1% |
| Participant deferral / active EE | $3,094 | $2,301+34.5% | $3,239-4.5% | $3,539-12.6% |
| Admin fee / account holder | $122 | $128-5.1% | $6,101-98.0% | $142-14.4% |