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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $68,347 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $66,417 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,814 | $101,523-56.8% | $141,162-69.0% | $77,787-43.7% |
| Participation rate | 92.1% | 77.4%+14.7pp | 82.5%+9.6pp | 73.2%+18.9pp |
| Annual return | 43.25% | 56.22%-13.0pp | 71.39%-28.1pp | 32.57%+10.7pp |
| Employer contribution / active EE | $2,090 | $3,341-37.4% | $4,735-55.9% | $2,504-16.5% |
| Participant deferral / active EE | $4,418 | $6,434-31.3% | $6,709-34.1% | $3,967+11.4% |
| Admin fee / account holder | $101 | $92+10.5% | $10,261-99.0% | $100+1.1% |