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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 26 · EIN 99-2539506 | Advisory (Participants) | $12,611 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $12,464 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $586 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,439 | $79,171-70.4% | $102,423-77.1% | $74,495-68.5% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 10.88% | 54.93%-44.1pp | 29.32%-18.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,554 | $2,362-34.2% | $3,023-48.6% | $2,623-40.8% |
| Participant deferral / active EE | $4,220 | $4,415-4.4% | $5,053-16.5% | $4,346-2.9% |
| Admin fee / account holder | $201 | $2,001-89.9% | $9,451-97.9% | $1,942-89.6% |