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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,733 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $7,575 |
Service code 10 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $7,150 |
Service code 29 1103 DELAWARE AVE · BUFFALO, NY 14209 | Legal | $5,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,390 | $121,341+23.9% | $189,513-20.6% | $79,386+89.4% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.8%+9.0pp | 70.7%+26.1pp |
| Annual return | 25.11% | 21.08%+4.0pp | 555.15%-530.0pp | 116.85%-91.7pp |
| Employer contribution / active EE | $7,289 | $3,915+86.2% | $6,162+18.3% | $2,427+200.3% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,355 | $651+108.0% | $12,045-88.8% | $626+116.2% |