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 |
|---|---|---|
TIAA1 year Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $14,847 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HIGHWAY B-60 · SAN RAFAEL, CA 94903 | Investment Management | $14,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,511 | $48,230+120.8% | $67,502+57.8% | $80,856+31.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.93% | 18.28%-4.3pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,210 | $2,020+108.4% | $2,731+54.1% | $2,755+52.8% |
| Participant deferral / active EE | $3,607 | $2,924+23.4% | $4,000-9.8% | $4,296-16.0% |
| Admin fee / account holder | $156 | $3,681-95.8% | $3,998-96.1% | $6,918-97.7% |