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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
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 | $122,368 | $54,517+124.5% | $75,972+61.1% | $74,495+64.3% |
| Participation rate | 98.7% | 60.3%+38.4pp | 69.1%+29.7pp | 67.2%+31.5pp |
| Annual return | 12.19% | 31.82%-19.6pp | 359.55%-347.4pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,486 | $1,777+39.9% | $2,685-7.4% | $2,623-5.2% |
| Participant deferral / active EE | $5,830 | $3,066+90.2% | $4,255+37.0% | $4,346+34.1% |
| Admin fee / account holder | $237 | $2,229-89.4% | $6,467-96.3% | $1,942-87.8% |