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 |
|---|---|---|
TIAA7+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $48,966 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | Advisory (Participants) | $45,000 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $8,109 |
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 | $72,003 | $79,124-9.0% | $60,874+18.3% | $64,808+11.1% |
| Participation rate | 95.0% | 77.7%+17.3pp | 73.1%+21.9pp | 71.5%+23.5pp |
| Annual return | -12.66% | -7.13%-5.5pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,244 | $3,050+6.4% | $2,701+20.1% | $2,506+29.5% |
| Participant deferral / active EE | $6,493 | $3,725+74.3% | $3,817+70.1% | $4,310+50.6% |
| Admin fee / account holder | $182 | $106+72.1% | $3,224-94.4% | $188-3.2% |