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 4-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $4,755 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,820 | $69,010-65.5% | $159,960-85.1% | $68,494-65.2% |
| Participation rate | 94.7% | 65.4%+29.3pp | 78.0%+16.7pp | 67.9%+26.8pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $614 | $2,213-72.3% | $4,226-85.5% | $2,596-76.4% |
| Participant deferral / active EE | $1,779 | $4,212-57.8% | $6,182-71.2% | $4,027-55.8% |
| Admin fee / account holder | $78 | $4,798-98.4% | $8,698-99.1% | $5,403-98.5% |