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 | $205,197 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $123,697 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT, FORD, YOUNG & CO Service code 10 · EIN 95-3288054 | Accounting | $34,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,487 | $122,186-44.8% | $146,958-54.1% | $199,593-66.2% |
| Participation rate | 97.2% | 78.3%+18.9pp | 82.2%+15.0pp | 72.0%+25.2pp |
| Annual return | 17.81% | 30.56%-12.8pp | 418.34%-400.5pp | 34.25%-16.4pp |
| Employer contribution / active EE | $3,398 | $4,093-17.0% | $4,933-31.1% | $3,034+12.0% |
| Participant deferral / active EE | $7,756 | $8,502-8.8% | $8,070-3.9% | $5,087+52.5% |
| Admin fee / account holder | $128 | $179-28.3% | $12,998-99.0% | $269-52.3% |