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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $34,333 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $21,913 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,384 |
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 | $78,889 | $76,050+3.7% | $96,544-18.3% | $71,457+10.4% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | 18.47% | 22.81%-4.3pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,514 | $2,244+12.0% | $2,965-15.2% | $2,588-2.8% |
| Participant deferral / active EE | $5,680 | $4,215+34.7% | $4,851+17.1% | $4,289+32.4% |
| Admin fee / account holder | $228 | $2,707-91.6% | $8,252-97.2% | $1,587-85.7% |