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 26 · EIN 47-1411118 | Advisory (Participants) | $5,830 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,496 |
ALPHA PENSION GROUP, INC.4 years Filed as: ALPHA PENSION GROUP Service code 17 · EIN 26-2219855 | Pension Consulting | $5,163 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,140 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $1,000 |
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 | $80,793 | $46,553+73.6% | $64,056+26.1% | $75,163+7.5% |
| Participation rate | 98.6% | 65.9%+32.6pp | 72.3%+26.3pp | 67.2%+31.4pp |
| Annual return | 16.75% | 26.03%-9.3pp | 33.69%-16.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,574 | $1,974-20.3% | $2,747-42.7% | $2,670-41.0% |
| Participant deferral / active EE | $4,446 | $2,837+56.7% | $3,880+14.6% | $4,125+7.8% |
| Admin fee / account holder | $123 | $2,952-95.8% | $3,068-96.0% | $5,651-97.8% |