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) | $21,706 |
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $7,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,682 | $79,171-15.8% | $102,423-34.9% | $74,495-10.5% |
| Participation rate | 61.1% | 74.8%-13.7pp | 76.5%-15.4pp | 67.2%-6.1pp |
| Annual return | 16.02% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,473 | $2,362-37.6% | $3,023-51.3% | $2,623-43.8% |
| Participant deferral / active EE | $7,866 | $4,415+78.2% | $5,053+55.7% | $4,346+81.0% |
| Admin fee / account holder | $235 | $2,001-88.3% | $9,451-97.5% | $1,942-87.9% |