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 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $25,967 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 949032121 | Investment Management | $20,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,717 | $52,406-26.1% | $129,207-70.0% | $74,495-48.0% |
| Participation rate | 81.4% | 53.8%+27.6pp | 69.6%+11.8pp | 67.2%+14.2pp |
| Annual return | 12.23% | 15.66%-3.4pp | 9417.33%-9405.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,134 | $1,531+39.5% | $4,153-48.6% | $2,623-18.6% |
| Participant deferral / active EE | $2,748 | $2,794-1.7% | $4,168-34.1% | $4,346-36.8% |
| Admin fee / account holder | $96 | $2,633-96.4% | $7,715-98.8% | $1,942-95.1% |