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 Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,937 |
TIAA4 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,444 |
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 | $83,417 | $57,281+45.6% | $86,612-3.7% | $75,163+11.0% |
| Participation rate | 96.5% | 63.2%+33.3pp | 71.7%+24.8pp | 67.2%+29.3pp |
| Annual return | 13.74% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,873 | $2,314+24.1% | $3,022-4.9% | $2,670+7.6% |
| Participant deferral / active EE | $5,154 | $3,318+55.4% | $4,438+16.2% | $4,125+25.0% |
| Admin fee / account holder | $76 | $4,112-98.1% | $5,614-98.6% | $5,651-98.6% |