Filed September 15, 2023
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 |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC2 years Filed as: RAFFA RETIREMENT DBA GRP, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,364 |
TIAA4 years Service code 64 · EIN 12-1624205 | Recordkeeping Fees | $30,532 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,000 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,627 | $69,763+22.7% | $67,502+26.9% | $74,495+14.9% |
| Participation rate | 94.4% | 71.4%+23.0pp | 72.9%+21.5pp | 67.2%+27.2pp |
| Annual return | 14.57% | -40.34%+54.9pp | 3512.12%-3497.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,332 | $2,704-13.8% | $2,731-14.6% | $2,623-11.1% |
| Participant deferral / active EE | $4,969 | $3,636+36.7% | $4,000+24.2% | $4,346+14.3% |
| Admin fee / account holder | $232 | $896-74.0% | $3,998-94.2% | $1,942-88.0% |