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 |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $18,959 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $5,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,307 | $55,415-41.7% | $155,509-79.2% | $74,495-56.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.32% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,185 | $2,267+84.6% | $4,672-10.4% | $2,623+59.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $82 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |