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 |
|---|---|---|
TIAA4+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $28,432 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | Advisory (Participants) | $22,500 |
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 | $85,326 | $60,795+40.4% | $69,455+22.8% | $65,185+30.9% |
| Participation rate | 95.7% | 74.9%+20.9pp | 74.6%+21.1pp | 70.2%+25.5pp |
| Annual return | 5.92% | 17.46%-11.5pp | 28.97%-23.0pp | 29.38%-23.5pp |
| Employer contribution / active EE | $3,930 | $2,452+60.3% | $2,779+41.4% | $2,177+80.5% |
| Participant deferral / active EE | $5,120 | $3,162+61.9% | $3,535+44.8% | $3,514+45.7% |
| Admin fee / account holder | $127 | $314-59.6% | $3,839-96.7% | $847-85.0% |