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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $37,552 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $17,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,205 | $65,322-47.6% | $70,449-51.4% | $73,488-53.5% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 14.87% | 15.71%-0.8pp | 109.03%-94.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,127 | $2,460+27.1% | $2,737+14.3% | $2,270+37.7% |
| Participant deferral / active EE | $4,010 | $3,375+18.8% | $3,709+8.1% | $3,740+7.2% |
| Admin fee / account holder | $219 | $214+2.5% | $3,845-94.3% | $513-57.3% |