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 Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $73,926 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $55,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,888 | $47,126-26.0% | $149,673-76.7% | $74,419-53.1% |
| Participation rate | 88.9% | 63.4%+25.5pp | 78.8%+10.1pp | 70.7%+18.1pp |
| Annual return | 16.64% | 22.75%-6.1pp | 134.42%-117.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,369 | $1,905+76.8% | $4,818-30.1% | $2,637+27.7% |
| Participant deferral / active EE | $3,196 | $2,728+17.2% | $5,680-43.7% | $4,528-29.4% |
| Admin fee / account holder | $186 | $343-45.6% | $13,210-98.6% | $348-46.4% |