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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $70,992 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $20,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
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 | $65,441 | $83,884-22.0% | $64,056+2.2% | $74,419-12.1% |
| Participation rate | 95.2% | 76.6%+18.6pp | 72.3%+22.9pp | 70.7%+24.5pp |
| Annual return | 21.93% | 16.57%+5.4pp | 33.69%-11.8pp | 34.38%-12.5pp |
| Employer contribution / active EE | $4,958 | $3,084+60.8% | $2,747+80.5% | $2,637+88.0% |
| Participant deferral / active EE | $5,590 | $3,692+51.4% | $3,880+44.1% | $4,528+23.4% |
| Admin fee / account holder | $35 | $196-82.0% | $3,068-98.9% | $348-89.9% |