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 |
|---|---|---|
TIAA2 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $12,139 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC-H/O Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,797 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,477 |
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 | $59,937 | $67,984-11.8% | $65,493-8.5% | $74,304-19.3% |
| Participation rate | 37.7% | 66.3%-28.6pp | 73.1%-35.4pp | 60.3%-22.6pp |
| Annual return | 13.03% | 19.87%-6.8pp | 982.45%-969.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,046 | $2,491-58.0% | $2,574-59.3% | $2,241-53.3% |
| Participant deferral / active EE | $1,872 | $3,346-44.0% | $3,961-52.7% | $3,767-50.3% |
| Admin fee / account holder | $232 | $1,373-83.1% | $5,028-95.4% | $2,969-92.2% |