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 |
|---|---|---|
TIAA8+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $48,761 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | Advisory (Participants) | $45,000 |
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 | $77,528 | $83,884-7.6% | $64,056+21.0% | $74,419+4.2% |
| Participation rate | 94.8% | 76.6%+18.2pp | 72.3%+22.5pp | 70.7%+24.1pp |
| Annual return | 12.10% | 16.57%-4.5pp | 33.69%-21.6pp | 34.38%-22.3pp |
| Employer contribution / active EE | $3,288 | $3,084+6.6% | $2,747+19.7% | $2,637+24.7% |
| Participant deferral / active EE | $6,506 | $3,692+76.2% | $3,880+67.7% | $4,528+43.7% |
| Admin fee / account holder | $162 | $196-17.4% | $3,068-94.7% | $348-53.5% |