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 | $53,053-1.3% | $126,539-58.6% | $74,304-29.6% |
| Participation rate | 36.7% | 48.0%-11.3pp | 69.8%-33.1pp | 60.3%-23.6pp |
| Annual return | 9.91% | 29.46%-19.5pp | 425.95%-416.0pp | 29.43%-19.5pp |
| Employer contribution / active EE | $701 | $1,168-39.9% | $3,674-80.9% | $2,241-68.7% |
| Participant deferral / active EE | $2,192 | $2,303-4.8% | $4,083-46.3% | $3,767-41.8% |
| Admin fee / account holder | $95 | $3,698-97.4% | $6,065-98.4% | $2,969-96.8% |