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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173205 | Recordkeeping | $48,116 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 4340 REDWOOD HIGHWAY #8-60 · SAN RAFAEL, CA 94903 | Trustee (individual) | $37,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,179 | $91,762+8.1% | $67,502+46.9% | $77,643+27.7% |
| Participation rate | 91.3% | 75.9%+15.4pp | 72.9%+18.5pp | 70.6%+20.8pp |
| Annual return | 12.22% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,925 | $3,181-8.0% | $2,731+7.1% | $2,726+7.3% |
| Participant deferral / active EE | $5,405 | $3,903+38.5% | $4,000+35.1% | $4,647+16.3% |
| Admin fee / account holder | $167 | $176-5.2% | $3,998-95.8% | $430-61.2% |