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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $81,989 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,628 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,532 | $70,083-50.7% | $59,878-42.3% | $55,725-38.0% |
| Participation rate | 76.1% | 78.4%-2.3pp | 74.7%+1.4pp | 70.9%+5.2pp |
| Annual return | -6.91% | 3.13%-10.0pp | 3.46%-10.4pp | 244.93%-251.8pp |
| Employer contribution / active EE | $3,194 | $2,878+11.0% | $2,722+17.3% | $2,078+53.7% |
| Participant deferral / active EE | $8,564 | $3,079+178.2% | $3,402+151.7% | $3,356+155.2% |
| Admin fee / account holder | $179 | $70+154.5% | $3,590-95.0% | $115+55.4% |