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 LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $10,737 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,506 |
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 | $37,537 | $77,314-51.4% | $177,989-78.9% | $80,856-53.6% |
| Participation rate | 94.3% | 65.7%+28.6pp | 77.1%+17.2pp | 67.6%+26.6pp |
| Annual return | 14.33% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,696 | $2,292-26.0% | $3,949-57.0% | $2,755-38.4% |
| Participant deferral / active EE | $6,189 | $4,411+40.3% | $6,276-1.4% | $4,296+44.1% |
| Admin fee / account holder | $199 | $7,191-97.2% | $10,363-98.1% | $6,918-97.1% |