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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,722 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 15 · EIN 62-0951563 | Recordkeeping | $740 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,987 | $36,916-32.3% | $156,549-84.0% | $57,658-56.7% |
| Participation rate | 88.2% | 63.4%+24.8pp | 84.0%+4.2pp | 70.2%+18.0pp |
| Annual return | 4.31% | 12.38%-8.1pp | 32.23%-27.9pp | 5.13%-0.8pp |
| Employer contribution / active EE | $2,362 | $1,571+50.4% | $5,501-57.1% | $1,974+19.7% |
| Participant deferral / active EE | $2,508 | $1,926+30.3% | $4,871-48.5% | $3,061-18.0% |
| Admin fee / account holder | $13 | $82-84.7% | $13,027-99.9% | $95-86.6% |