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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $14,000 |
FID INV INST OPS CO7 years Service code 37 · EIN 04-2647786 | Loan Processing | $4,217 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $214,953 | $113,293+89.7% | $67,502+218.4% | $199,593+7.7% |
| Participation rate | 65.6% | 73.3%-7.8pp | 72.9%-7.3pp | 72.0%-6.4pp |
| Annual return | 15.99% | 15.88%+0.1pp | 3512.12%-3496.1pp | 34.25%-18.3pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $9,843 | $4,159+136.7% | $4,000+146.1% | $5,087+93.5% |
| Admin fee / account holder | $8 | $103-92.0% | $3,998-99.8% | $269-96.9% |