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 27 · EIN 47-1411118 | Advisory (Plan) | $38,500 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,097 |
CARNEGIE INSTITUTE7 years Service code 99 · EIN 25-0965280 | Other Fees | $18,122 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,624 | $58,778+42.3% | $129,207-35.3% | $77,643+7.7% |
| Participation rate | 90.5% | 59.2%+31.3pp | 69.6%+20.9pp | 70.6%+19.9pp |
| Annual return | 12.07% | 24.73%-12.7pp | 9417.33%-9405.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,637 | $1,952-16.1% | $4,153-60.6% | $2,726-39.9% |
| Participant deferral / active EE | $4,614 | $3,212+43.6% | $4,168+10.7% | $4,647-0.7% |
| Admin fee / account holder | $93 | $589-84.2% | $7,715-98.8% | $430-78.4% |