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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,130 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $40,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,275 | $69,763+29.4% | $67,502+33.7% | $74,495+21.2% |
| Participation rate | 97.4% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.2pp |
| Annual return | 18.72% | -40.34%+59.1pp | 3512.12%-3493.4pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $3,430 | $2,704+26.9% | $2,731+25.6% | $2,623+30.8% |
| Participant deferral / active EE | $5,844 | $3,636+60.7% | $4,000+46.1% | $4,346+34.5% |
| Admin fee / account holder | $237 | $896-73.5% | $3,998-94.1% | $1,942-87.8% |