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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $24,500 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,929 | $91,407+18.1% | $135,903-20.6% | $71,457+51.0% |
| Participation rate | 84.7% | 75.7%+9.0pp | 81.9%+2.8pp | 67.9%+16.8pp |
| Annual return | 22.57% | 29.90%-7.3pp | 68.23%-45.7pp | 28.85%-6.3pp |
| Employer contribution / active EE | $4,483 | $3,703+21.0% | $4,856-7.7% | $2,588+73.2% |
| Participant deferral / active EE | $11,588 | $7,092+63.4% | $7,758+49.4% | $4,289+170.2% |
| Admin fee / account holder | $171 | $1,266-86.5% | $10,762-98.4% | $1,587-89.2% |