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 4-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,228 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,673 |
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 | $104,576 | $84,936+23.1% | $111,297-6.0% | $79,386+31.7% |
| Participation rate | 88.8% | 75.9%+13.0pp | 77.3%+11.5pp | 70.7%+18.1pp |
| Annual return | 17.51% | 17.45%+0.1pp | 54.65%-37.1pp | 116.85%-99.3pp |
| Employer contribution / active EE | $2,805 | $1,979+41.7% | $2,731+2.7% | $2,427+15.6% |
| Participant deferral / active EE | $5,252 | $3,888+35.1% | $4,487+17.0% | $4,046+29.8% |
| Admin fee / account holder | $299 | $537-44.3% | $7,964-96.2% | $626-52.3% |