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, LLC Service code 16 · EIN 47-1411118 | Consulting | $13,141 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,362 | $60,989-24.0% | $60,874-23.8% | $66,914-30.7% |
| Participation rate | 95.5% | 74.5%+21.0pp | 73.1%+22.4pp | 69.8%+25.7pp |
| Annual return | -12.71% | -9.60%-3.1pp | 16.90%-29.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $914 | $2,661-65.6% | $2,701-66.2% | $2,544-64.1% |
| Participant deferral / active EE | $2,687 | $3,615-25.7% | $3,817-29.6% | $4,237-36.6% |
| Admin fee / account holder | $37 | $338-89.1% | $3,224-98.9% | $593-93.8% |