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, LLC Service code 99 · EIN 47-1411118 | Other Fees | $13,697 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 | Other Fees | $10,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,341 | $51,736+1.2% | $120,225-56.5% | $67,986-23.0% |
| Participation rate | 36.7% | 46.1%-9.3pp | 69.6%-32.8pp | 57.2%-20.5pp |
| Annual return | 9.91% | 31.98%-22.1pp | 439.23%-429.3pp | 31.67%-21.8pp |
| Employer contribution / active EE | $701 | $1,071-34.6% | $3,475-79.8% | $2,019-65.3% |
| Participant deferral / active EE | $2,192 | $2,206-0.6% | $3,999-45.2% | $3,358-34.7% |
| Admin fee / account holder | $95 | $4,159-97.7% | $5,696-98.3% | $3,203-97.0% |