See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
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: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $50,917 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $4,182 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,403 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,091 | $101,317-23.9% | $146,958-47.5% | $74,495+3.5% |
| Participation rate | 75.9% | 75.5%+0.4pp | 82.2%-6.2pp | 67.2%+8.7pp |
| Annual return | 13.13% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3,609 | $3,810-5.3% | $4,933-26.8% | $2,623+37.6% |
| Participant deferral / active EE | $7,708 | $7,303+5.5% | $8,070-4.5% | $4,346+77.4% |
| Admin fee / account holder | $665 | $1,739-61.7% | $12,998-94.9% | $1,942-65.7% |