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 | $42,595 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,000 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,786 | $119,446-8.9% | $150,045-27.5% | $85,563+27.1% |
| Participation rate | 85.0% | 75.4%+9.6pp | 82.3%+2.7pp | 66.0%+19.0pp |
| Annual return | 24.14% | 23.72%+0.4pp | 62.55%-38.4pp | 31.51%-7.4pp |
| Employer contribution / active EE | $4,765 | $4,078+16.9% | $4,693+1.5% | $2,654+79.6% |
| Participant deferral / active EE | $11,851 | $7,985+48.4% | $7,997+48.2% | $4,375+170.9% |
| Admin fee / account holder | $138 | $548-74.9% | $13,435-99.0% | $834-83.5% |