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 13 · EIN 47-1411118 | Contract Administrator | $40,000 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $26,630 |
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $18,922 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,473 | $204,517-29.8% | $69,455+106.6% | $77,787+84.4% |
| Participation rate | 74.3% | 74.6%-0.3pp | 74.6%-0.3pp | 73.2%+1.1pp |
| Annual return | 20.72% | 22.10%-1.4pp | 28.97%-8.2pp | 32.57%-11.9pp |
| Employer contribution / active EE | $8,137 | $3,548+129.4% | $2,779+192.8% | $2,504+224.9% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $3,839-100.0% | $100-100.0% |