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) | $7,867 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,242 | $102,317-73.4% | $146,958-81.5% | $80,856-66.3% |
| Participation rate | 61.6% | 75.8%-14.2pp | 82.2%-20.5pp | 67.6%-6.0pp |
| Annual return | 21.64% | 134.76%-113.1pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $3,479 | $3,713-6.3% | $4,933-29.5% | $2,755+26.3% |
| Participant deferral / active EE | $6,001 | $6,644-9.7% | $8,070-25.6% | $4,296+39.7% |
| Admin fee / account holder | $191 | $7,941-97.6% | $12,998-98.5% | $6,918-97.2% |