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 15 · EIN 13-1624203 | Recordkeeping | $40,155 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $28,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,243 | $84,948-12.6% | $70,449+5.4% | $73,409+1.1% |
| Participation rate | 65.5% | 79.9%-14.5pp | 75.1%-9.6pp | 72.2%-6.7pp |
| Annual return | 13.39% | 13.39%0pp | 109.03%-95.6pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,890 | $2,834-33.3% | $2,737-31.0% | $2,234-15.4% |
| Participant deferral / active EE | $3,252 | $3,387-4.0% | $3,709-12.3% | $3,805-14.5% |
| Admin fee / account holder | $136 | $98+38.4% | $3,845-96.5% | $158-14.0% |