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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,870 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $35,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,293 | $79,124-11.2% | $60,874+15.5% | $64,808+8.5% |
| Participation rate | 64.6% | 77.7%-13.1pp | 73.1%-8.5pp | 71.5%-6.9pp |
| Annual return | -14.30% | -7.13%-7.2pp | 16.90%-31.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,807 | $3,050-40.8% | $2,701-33.1% | $2,506-27.9% |
| Participant deferral / active EE | $2,884 | $3,725-22.6% | $3,817-24.4% | $4,310-33.1% |
| Admin fee / account holder | $0 | $106-100.0% | $3,224-100.0% | $188-100.0% |