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 Service code 27 · EIN 47-1411118 | Advisory (Plan) | $52,881 |
COMPENSATION SYSTEMS, INC.2 years Filed as: COMPENSATION SYSTEMS Service code 15 · EIN 35-1277460 | Recordkeeping | $40,424 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,776 |
Filed as: MML INVESTORS SERVICES Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,835 | $66,457-52.1% | $81,382-60.9% | $77,643-59.0% |
| Participation rate | 88.9% | 68.7%+20.2pp | 69.5%+19.4pp | 70.6%+18.3pp |
| Annual return | 16.01% | 15.93%+0.1pp | 24.73%-8.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,615 | $2,159-25.2% | $2,463-34.4% | $2,726-40.7% |
| Participant deferral / active EE | $4,418 | $3,679+20.1% | $3,883+13.8% | $4,647-4.9% |
| Admin fee / account holder | $42 | $583-92.8% | $5,768-99.3% | $430-90.3% |