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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,354 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,235 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,371 | $65,435-0.1% | $86,677-24.6% | $66,914-2.3% |
| Participation rate | 96.6% | 75.5%+21.1pp | 76.6%+20.0pp | 69.8%+26.8pp |
| Annual return | -15.63% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,804 | $2,153+30.2% | $2,836-1.1% | $2,544+10.2% |
| Participant deferral / active EE | $4,651 | $4,100+13.4% | $4,656-0.1% | $4,237+9.8% |
| Admin fee / account holder | $218 | $642-66.0% | $7,493-97.1% | $593-63.3% |