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 LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $86,342 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Recordkeeping and... | $57,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,058 | $50,815-29.0% | $155,509-76.8% | $77,643-53.6% |
| Participation rate | 87.8% | 63.1%+24.7pp | 78.2%+9.6pp | 70.6%+17.2pp |
| Annual return | 13.73% | 34.80%-21.1pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,233 | $1,993+62.3% | $4,672-30.8% | $2,726+18.6% |
| Participant deferral / active EE | $3,108 | $2,822+10.1% | $5,626-44.8% | $4,647-33.1% |
| Admin fee / account holder | $178 | $437-59.2% | $15,912-98.9% | $430-58.6% |