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 8-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 |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $30,918 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 ATTENTION COMPENSATION DEPARTMENT · SAN RAFAEL, CA 94903 | Advisory (Participants) | $20,521 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,946 | $91,407-80.4% | $135,903-86.8% | $71,457-74.9% |
| Participation rate | 92.6% | 75.7%+17.0pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 18.98% | 29.90%-10.9pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,450 | $3,703-33.8% | $4,856-49.5% | $2,588-5.3% |
| Participant deferral / active EE | $3,051 | $7,092-57.0% | $7,758-60.7% | $4,289-28.9% |
| Admin fee / account holder | $191 | $1,266-84.9% | $10,762-98.2% | $1,587-88.0% |