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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,431 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $46,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,155 | $67,984+44.4% | $65,493+49.9% | $74,304+32.1% |
| Participation rate | 98.6% | 66.3%+32.3pp | 73.1%+25.5pp | 60.3%+38.2pp |
| Annual return | 12.29% | 19.87%-7.6pp | 982.45%-970.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $3,391 | $2,491+36.1% | $2,574+31.7% | $2,241+51.3% |
| Participant deferral / active EE | $5,946 | $3,346+77.7% | $3,961+50.1% | $3,767+57.8% |
| Admin fee / account holder | $262 | $1,373-80.9% | $5,028-94.8% | $2,969-91.2% |