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 4-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 26 4340 REDWOOD HIGHWAY STE B-30 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $9,870 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $2,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,378 | $88,634-29.6% | $101,326-38.4% | $74,304-16.1% |
| Participation rate | 94.2% | 76.9%+17.3pp | 81.5%+12.7pp | 60.3%+33.8pp |
| Annual return | 33.04% | 33.10%-0.1pp | 36.82%-3.8pp | 29.43%+3.6pp |
| Employer contribution / active EE | $4,858 | $2,930+65.8% | $3,665+32.5% | $2,241+116.8% |
| Participant deferral / active EE | $5,298 | $7,322-27.6% | $7,994-33.7% | $3,767+40.6% |
| Admin fee / account holder | $84 | $2,425-96.5% | $11,185-99.2% | $2,969-97.2% |