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) | $28,290 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $90,043 | $62,624+43.8% | $177,989-49.4% | $77,643+16.0% |
| Participation rate | 18.2% | 66.8%-48.7pp | 77.1%-58.9pp | 70.6%-52.4pp |
| Annual return | 10.58% | 16.16%-5.6pp | 294.48%-283.9pp | 31.24%-20.7pp |
| Employer contribution / active EE | $631 | $1,909-66.9% | $3,949-84.0% | $2,726-76.8% |
| Participant deferral / active EE | $1,281 | $4,219-69.6% | $6,276-79.6% | $4,647-72.4% |
| Admin fee / account holder | $455 | $386+17.9% | $10,363-95.6% | $430+5.6% |