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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $8,640 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,197 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,632 | $70,669-46.7% | $169,368-77.8% | $75,163-49.9% |
| Participation rate | 95.3% | 64.8%+30.5pp | 77.1%+18.1pp | 67.2%+28.1pp |
| Annual return | 17.00% | 36.36%-19.4pp | 405.60%-388.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,475 | $2,211-33.3% | $4,013-63.2% | $2,670-44.7% |
| Participant deferral / active EE | $5,093 | $4,311+18.2% | $6,221-18.1% | $4,125+23.5% |
| Admin fee / account holder | $290 | $5,402-94.6% | $9,003-96.8% | $5,651-94.9% |