Filed April 23, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,432 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,473 | $84,936+30.1% | $111,297-0.7% | $79,386+39.2% |
| Participation rate | 95.7% | 75.9%+19.9pp | 77.3%+18.4pp | 70.7%+25.0pp |
| Annual return | 14.84% | 17.45%-2.6pp | 54.65%-39.8pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,642 | $1,979+33.5% | $2,731-3.3% | $2,427+8.8% |
| Participant deferral / active EE | $6,485 | $3,888+66.8% | $4,487+44.5% | $4,046+60.3% |
| Admin fee / account holder | $187 | $537-65.3% | $7,964-97.7% | $626-70.2% |