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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $13,007 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,884 | $87,870-68.3% | $113,168-75.4% | $74,304-62.5% |
| Participation rate | 98.4% | 70.7%+27.6pp | 76.6%+21.8pp | 60.3%+38.0pp |
| Annual return | 15.17% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $472 | $2,277-79.3% | $2,975-84.1% | $2,241-78.9% |
| Participant deferral / active EE | $2,891 | $4,241-31.8% | $5,107-43.4% | $3,767-23.2% |
| Admin fee / account holder | $268 | $3,368-92.1% | $12,068-97.8% | $2,969-91.0% |