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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $51,437 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $30,000 |
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 | $121,161 | $96,018+26.2% | $65,493+85.0% | $85,563+41.6% |
| Participation rate | 96.3% | 74.8%+21.5pp | 73.1%+23.2pp | 66.0%+30.3pp |
| Annual return | 11.82% | 14.51%-2.7pp | 982.45%-970.6pp | 31.51%-19.7pp |
| Employer contribution / active EE | $4,237 | $3,235+31.0% | $2,574+64.6% | $2,654+59.7% |
| Participant deferral / active EE | $8,445 | $4,055+108.3% | $3,961+113.2% | $4,375+93.0% |
| Admin fee / account holder | $170 | $271-37.3% | $5,028-96.6% | $834-79.7% |