See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $32,124 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4460 REDWOOD HWY · SAN RAFAEL, CA 949031951 | Advisory (Plan) | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,480 | $69,763+25.4% | $67,502+29.6% | $74,495+17.4% |
| Participation rate | 90.9% | 71.4%+19.6pp | 72.9%+18.1pp | 67.2%+23.7pp |
| Annual return | 11.51% | -40.34%+51.9pp | 3512.12%-3500.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,220 | $2,704-17.9% | $2,731-18.7% | $2,623-15.4% |
| Participant deferral / active EE | $4,874 | $3,636+34.0% | $4,000+21.8% | $4,346+12.1% |
| Admin fee / account holder | $107 | $896-88.0% | $3,998-97.3% | $1,942-94.5% |