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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,973 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,337 | $86,929+28.1% | $102,423+8.7% | $80,856+37.7% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 16.15% | 18.88%-2.7pp | 29.32%-13.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,818 | $2,369+103.4% | $3,023+59.4% | $2,755+74.9% |
| Participant deferral / active EE | $8,210 | $4,118+99.3% | $5,053+62.5% | $4,296+91.1% |
| Admin fee / account holder | $393 | $8,049-95.1% | $9,451-95.8% | $6,918-94.3% |