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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $9,935 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Investment Management | $9,500 |
BST & CO. CPA'S LLP5 years Service code 10 · EIN 14-1442607 10 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $6,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,708 | $48,230+98.4% | $67,502+41.8% | $80,856+18.4% |
| Participation rate | 82.7% | 66.4%+16.3pp | 72.9%+9.8pp | 67.6%+15.0pp |
| Annual return | 10.70% | 18.28%-7.6pp | 3512.12%-3501.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,888 | $2,020+43.0% | $2,731+5.8% | $2,755+4.8% |
| Participant deferral / active EE | $3,392 | $2,924+16.0% | $4,000-15.2% | $4,296-21.0% |
| Admin fee / account holder | $88 | $3,681-97.6% | $3,998-97.8% | $6,918-98.7% |