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 | $52,046 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $31,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,364 | $60,989+40.0% | $60,874+40.2% | $66,914+27.6% |
| Participation rate | 88.8% | 74.5%+14.3pp | 73.1%+15.7pp | 69.8%+19.0pp |
| Annual return | -12.29% | -9.60%-2.7pp | 16.90%-29.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,998 | $2,661+12.7% | $2,701+11.0% | $2,544+17.8% |
| Participant deferral / active EE | $5,565 | $3,615+54.0% | $3,817+45.8% | $4,237+31.3% |
| Admin fee / account holder | $169 | $338-49.9% | $3,224-94.7% | $593-71.4% |