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 LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 13 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Contract Administrator | $22,832 |
UNITED OF OMAHA6+ years Service code 37 · EIN 47-0322111 | Loan Processing | $15,067 |
BUCKLEY PATCHEN1 year Service code 10 2890 N. MAIN STREET · WALNUT CREEK, CA 94597 | Accounting | $7,583 |
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 | $58,775 | $64,286-8.6% | $90,951-35.4% | $73,409-19.9% |
| Participation rate | 71.7% | 63.6%+8.1pp | 69.0%+2.7pp | 72.2%-0.5pp |
| Annual return | 12.08% | 21.45%-9.4pp | 134.60%-122.5pp | 59.29%-47.2pp |
| Employer contribution / active EE | $780 | $895-12.7% | $2,122-63.2% | $2,234-65.1% |
| Participant deferral / active EE | $3,403 | $2,453+38.7% | $3,373+0.9% | $3,805-10.6% |
| Admin fee / account holder | $155 | $287-45.9% | $5,959-97.4% | $158-1.7% |