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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $45,835 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $30,000 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,994 |
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 | $110,857 | $91,762+20.8% | $67,502+64.2% | $77,643+42.8% |
| Participation rate | 95.7% | 75.9%+19.8pp | 72.9%+22.9pp | 70.6%+25.2pp |
| Annual return | 14.96% | 14.87%+0.1pp | 3512.12%-3497.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,007 | $3,181+26.0% | $2,731+46.7% | $2,726+47.0% |
| Participant deferral / active EE | $7,615 | $3,903+95.1% | $4,000+90.4% | $4,647+63.9% |
| Admin fee / account holder | $163 | $176-7.6% | $3,998-95.9% | $430-62.2% |