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: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $160,472 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $106,316 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT, FORD, YOUNG & CO Service code 10 · EIN 95-3288054 | Accounting | $17,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,993 | $107,459-45.1% | $135,903-56.6% | $80,160-26.4% |
| Participation rate | 98.3% | 78.0%+20.3pp | 81.9%+16.4pp | 72.9%+25.4pp |
| Annual return | 21.43% | 91.91%-70.5pp | 68.23%-46.8pp | 40.38%-19.0pp |
| Employer contribution / active EE | $3,161 | $3,877-18.5% | $4,856-34.9% | $2,978+6.1% |
| Participant deferral / active EE | $7,318 | $8,195-10.7% | $7,758-5.7% | $5,017+45.9% |
| Admin fee / account holder | $108 | $127-14.8% | $10,762-99.0% | $145-25.4% |