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 10-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 |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDDWOOD HIGHWAY SUITE B-60 · SAN RAFAEL, CA 64903 | Advisory (Participants) | $37,196 |
Filed as: GLOBAL RETIREMENT PATNERS LLC Service code 26 | Advisory (Participants) | $37,196 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 55446 · BOSTON, MA 022055446 | Recordkeeping | $11,948 |
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 | $35,777 | $82,972-56.9% | $103,374-65.4% | $77,671-53.9% |
| Participation rate | 81.5% | 71.5%+10.0pp | 74.5%+7.0pp | 70.6%+10.9pp |
| Annual return | 15.48% | 19.14%-3.7pp | 24.89%-9.4pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,868 | $3,554-47.4% | $3,869-51.7% | $2,726-31.5% |
| Participant deferral / active EE | $4,691 | $4,108+14.2% | $5,058-7.3% | $4,648+0.9% |
| Admin fee / account holder | $159 | $639-75.0% | $8,394-98.1% | $430-63.0% |