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 |
|---|---|---|
TIAA5+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $36,020 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | Advisory (Participants) | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,428 | $84,948-13.6% | $70,449+4.2% | $73,4090% |
| Participation rate | 96.9% | 79.9%+16.9pp | 75.1%+21.8pp | 72.2%+24.7pp |
| Annual return | 4.89% | 13.39%-8.5pp | 109.03%-104.1pp | 59.29%-54.4pp |
| Employer contribution / active EE | $2,974 | $2,834+4.9% | $2,737+8.7% | $2,234+33.1% |
| Participant deferral / active EE | $5,076 | $3,387+49.9% | $3,709+36.9% | $3,805+33.4% |
| Admin fee / account holder | $95 | $98-3.1% | $3,845-97.5% | $158-39.8% |