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 LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $12,375 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,278 | $83,902-46.0% | $167,512-73.0% | $84,808-46.6% |
| Participation rate | 96.4% | 66.5%+29.9pp | 77.1%+19.3pp | 68.3%+28.1pp |
| Annual return | 17.05% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,986 | $2,264-12.3% | $3,882-48.8% | $2,631-24.5% |
| Participant deferral / active EE | $6,974 | $4,442+57.0% | $6,405+8.9% | $4,212+65.6% |
| Admin fee / account holder | $236 | $7,915-97.0% | $9,769-97.6% | $7,344-96.8% |