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 7-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 Service code 15 · EIN 80-0709115 | Recordkeeping | $290,187 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $52,995 |
TRINITY PENSION GROUP, LLC3 years Service code 13 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $31,165 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,392 | $122,259-82.5% | $147,005-85.4% | $199,768-89.3% |
| Participation rate | 76.5% | 78.3%-1.8pp | 82.2%-5.7pp | 72.0%+4.5pp |
| Annual return | 19.01% | 30.58%-11.6pp | 418.76%-399.8pp | 34.26%-15.2pp |
| Employer contribution / active EE | $1,927 | $4,097-53.0% | $4,934-60.9% | $3,037-36.5% |
| Participant deferral / active EE | $4,610 | $8,504-45.8% | $8,070-42.9% | $5,090-9.4% |
| Admin fee / account holder | $114 | $179-36.3% | $13,006-99.1% | $269-57.7% |