Filed June 16, 2026
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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $52,289 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $44,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,549 | $55,416+2.0% | $75,972-25.6% | $77,643-27.2% |
| Participation rate | 39.9% | 63.6%-23.7pp | 69.1%-29.2pp | 70.6%-30.7pp |
| Annual return | 13.80% | 17.07%-3.3pp | 359.55%-345.7pp | 31.24%-17.4pp |
| Employer contribution / active EE | $735 | $1,788-58.9% | $2,685-72.6% | $2,726-73.1% |
| Participant deferral / active EE | $3,064 | $3,447-11.1% | $4,255-28.0% | $4,647-34.1% |
| Admin fee / account holder | $473 | $414+14.4% | $6,467-92.7% | $430+10.0% |