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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,350 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $6,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,770 | $58,778-28.9% | $129,295-67.7% | $77,671-46.2% |
| Participation rate | 22.0% | 59.2%-37.2pp | 69.6%-47.6pp | 70.6%-48.6pp |
| Annual return | 11.85% | 24.73%-12.9pp | 9429.28%-9417.4pp | 31.21%-19.4pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,157-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,081 | $3,212-66.4% | $4,169-74.1% | $4,648-76.7% |
| Admin fee / account holder | $157 | $589-73.4% | $7,665-98.0% | $430-63.6% |