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 Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,089 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,656 | $91,407-51.1% | $135,903-67.1% | $71,457-37.5% |
| Participation rate | 89.9% | 75.7%+14.3pp | 81.9%+8.0pp | 67.9%+22.0pp |
| Annual return | 19.33% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,605 | $3,703-56.7% | $4,856-66.9% | $2,588-38.0% |
| Participant deferral / active EE | $7,187 | $7,092+1.3% | $7,758-7.4% | $4,289+67.6% |
| Admin fee / account holder | $195 | $1,266-84.6% | $10,762-98.2% | $1,587-87.7% |