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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,473 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $36,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,067 | $83,884+9.8% | $64,056+43.7% | $74,419+23.7% |
| Participation rate | 91.2% | 76.6%+14.6pp | 72.3%+18.9pp | 70.7%+20.5pp |
| Annual return | 14.39% | 16.57%-2.2pp | 33.69%-19.3pp | 34.38%-20.0pp |
| Employer contribution / active EE | $3,032 | $3,084-1.7% | $2,747+10.4% | $2,637+15.0% |
| Participant deferral / active EE | $5,862 | $3,692+58.8% | $3,880+51.1% | $4,528+29.4% |
| Admin fee / account holder | $155 | $196-20.8% | $3,068-94.9% | $348-55.4% |