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 LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $48,707 |
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $14,946 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,383 | $50,956+24.4% | $96,562-34.4% | $86,799-27.0% |
| Participation rate | 73.0% | 65.2%+7.7pp | 69.8%+3.2pp | 72.3%+0.7pp |
| Annual return | 13.80% | 21.27%-7.5pp | 37.78%-24.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $476 | $1,111-57.2% | $2,356-79.8% | $2,405-80.2% |
| Participant deferral / active EE | $4,281 | $2,954+44.9% | $3,849+11.2% | $4,131+3.6% |
| Admin fee / account holder | $205 | $166+23.7% | $6,181-96.7% | $170+21.1% |