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) | $13,528 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,690 |
FARMER & BETTS1 year Service code 63 · EIN 94-3322438 6010 20TH STREET EAST · TACOMA, WA 98424 | 12b-1 Fees | $1,375 |
ASCENSUS LLC1 year Service code 99 | Other Fees | $9 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,039 | $102,317-57.0% | $146,958-70.0% | $80,856-45.5% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 18.92% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,217 | $3,713+40.5% | $4,933+5.8% | $2,755+89.4% |
| Participant deferral / active EE | $9,590 | $6,644+44.3% | $8,070+18.8% | $4,296+123.2% |
| Admin fee / account holder | $155 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |