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, LL Service code 26 · EIN 47-1411118 | Advisory (Participants) | $6,523 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,419 | $91,407-76.6% | $135,903-84.2% | $71,457-70.0% |
| Participation rate | 54.1% | 75.7%-21.5pp | 81.9%-27.8pp | 67.9%-13.8pp |
| Annual return | 18.87% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,780 | $3,703-24.9% | $4,856-42.7% | $2,588+7.5% |
| Participant deferral / active EE | $5,162 | $7,092-27.2% | $7,758-33.5% | $4,289+20.4% |
| Admin fee / account holder | $159 | $1,266-87.5% | $10,762-98.5% | $1,587-90.0% |