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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $96,672 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
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 | $63,536 | $56,047+13.4% | $98,716-35.6% | $79,634-20.2% |
| Participation rate | 96.1% | 54.6%+41.5pp | 69.3%+26.8pp | 62.5%+33.6pp |
| Annual return | 16.64% | 17.58%-0.9pp | 31.81%-15.2pp | 36.46%-19.8pp |
| Employer contribution / active EE | $759 | $1,237-38.7% | $2,279-66.7% | $2,529-70.0% |
| Participant deferral / active EE | $5,663 | $2,469+129.3% | $4,048+39.9% | $3,835+47.7% |
| Admin fee / account holder | $105 | $1,512-93.1% | $8,703-98.8% | $1,002-89.6% |