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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,238 |
TONNESON & COMPANY, PC6 years Service code 10 · EIN 04-2943536 | Accounting | $18,076 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 20 N. MAIN STREET · PEARL RIVER, NY 10965 | Advisory (Participants) | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,725 | $58,208+188.2% | $81,812+105.0% | $80,856+107.4% |
| Participation rate | 98.7% | 63.4%+35.3pp | 72.3%+26.4pp | 67.6%+31.1pp |
| Annual return | 13.72% | 41.66%-27.9pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $7,716 | $2,340+229.7% | $2,912+164.9% | $2,755+180.1% |
| Participant deferral / active EE | $6,802 | $3,281+107.3% | $4,319+57.5% | $4,296+58.3% |
| Admin fee / account holder | $283 | $4,981-94.3% | $7,386-96.2% | $6,918-95.9% |