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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $14,558 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,832 | $48,230+82.1% | $67,502+30.1% | $80,856+8.6% |
| Participation rate | 95.7% | 66.4%+29.4pp | 72.9%+22.9pp | 67.6%+28.1pp |
| Annual return | 13.61% | 18.28%-4.7pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,386 | $2,020+18.1% | $2,731-12.6% | $2,755-13.4% |
| Participant deferral / active EE | $6,878 | $2,924+135.2% | $4,000+72.0% | $4,296+60.1% |
| Admin fee / account holder | $178 | $3,681-95.2% | $3,998-95.5% | $6,918-97.4% |