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 LLC9+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $34,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,964 | $47,126-21.6% | $149,673-75.3% | $74,419-50.3% |
| Participation rate | 35.8% | 63.4%-27.6pp | 78.8%-43.0pp | 70.7%-35.0pp |
| Annual return | 19.99% | 22.75%-2.8pp | 134.42%-114.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,136 | $2,728-21.7% | $5,680-62.4% | $4,528-52.8% |
| Admin fee / account holder | $62 | $343-81.9% | $13,210-99.5% | $348-82.1% |