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 LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,572 |
BUCKLEY PATCHEN4 years Service code 10 2890 N. MAIN STREET · WALNUT CREEK, CA 94597 | Accounting | $23,023 |
UNITED OF OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,773 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,368 | $53,165+9.8% | $86,188-32.3% | $74,419-21.6% |
| Participation rate | 75.9% | 64.9%+11.1pp | 69.0%+7.0pp | 70.7%+5.2pp |
| Annual return | 13.15% | 22.64%-9.5pp | 1168.45%-1155.3pp | 34.38%-21.2pp |
| Employer contribution / active EE | $771 | $1,210-36.3% | $2,380-67.6% | $2,637-70.8% |
| Participant deferral / active EE | $4,484 | $3,234+38.6% | $3,985+12.5% | $4,528-1.0% |
| Admin fee / account holder | $174 | $551-68.4% | $6,852-97.5% | $348-49.8% |