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 LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,933 |
WELLS FARGO BANK, N.A.2+ years Service code 64 608 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Recordkeeping Fees | $864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,547 | $52,884-53.6% | $84,750-71.0% | $55,167-55.5% |
| Participation rate | 46.9% | 67.5%-20.6pp | 76.6%-29.6pp | 69.0%-22.0pp |
| Annual return | 7.09% | 18.03%-10.9pp | 22.78%-15.7pp | 169.23%-162.1pp |
| Employer contribution / active EE | $188 | $2,233-91.6% | $3,574-94.7% | $1,963-90.4% |
| Participant deferral / active EE | $390 | $2,644-85.3% | $3,712-89.5% | $3,054-87.2% |
| Admin fee / account holder | $39 | $581-93.2% | $5,332-99.3% | $504-92.2% |