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 26 | Advisory (Participants) | $6,255 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 | Advisory (Participants) | $4,382 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,706 | $71,516-40.3% | $98,439-56.6% | $71,457-40.2% |
| Participation rate | 92.2% | 72.7%+19.5pp | 75.2%+17.0pp | 67.9%+24.2pp |
| Annual return | 15.60% | 32.41%-16.8pp | 21.16%-5.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,182 | $2,399-9.0% | $3,048-28.4% | $2,588-15.7% |
| Participant deferral / active EE | $5,265 | $4,109+28.1% | $4,738+11.1% | $4,289+22.8% |
| Admin fee / account holder | $313 | $1,675-81.3% | $8,948-96.5% | $1,587-80.3% |