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 9-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 Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,689 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $10,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,514 | $69,763-16.1% | $67,502-13.3% | $74,495-21.5% |
| Participation rate | 31.8% | 71.4%-39.5pp | 72.9%-41.1pp | 67.2%-35.4pp |
| Annual return | 15.28% | -40.34%+55.6pp | 3512.12%-3496.8pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $812 | $2,704-70.0% | $2,731-70.3% | $2,623-69.1% |
| Participant deferral / active EE | $1,834 | $3,636-49.6% | $4,000-54.2% | $4,346-57.8% |
| Admin fee / account holder | $217 | $896-75.8% | $3,998-94.6% | $1,942-88.8% |