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) | $85,322 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $35,974 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $8,520 |
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 | $49,337 | $127,481-61.3% | $149,696-67.0% | $90,288-45.4% |
| Participation rate | 92.0% | 78.2%+13.8pp | 82.5%+9.6pp | 73.4%+18.7pp |
| Annual return | 16.20% | 57.78%-41.6pp | 276.60%-260.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,044 | $3,448-69.7% | $4,644-77.5% | $2,524-58.6% |
| Participant deferral / active EE | $4,982 | $6,975-28.6% | $6,842-27.2% | $4,232+17.7% |
| Admin fee / account holder | $91 | $152-39.7% | $9,309-99.0% | $114-19.8% |