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 | $56,767+11.9% | $101,794-37.6% | $85,563-25.7% |
| Participation rate | 96.1% | 57.6%+38.5pp | 69.2%+26.9pp | 66.0%+30.1pp |
| Annual return | 16.64% | 17.76%-1.1pp | 30.53%-13.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $759 | $1,112-31.8% | $2,289-66.9% | $2,654-71.4% |
| Participant deferral / active EE | $5,663 | $2,720+108.2% | $4,084+38.7% | $4,375+29.4% |
| Admin fee / account holder | $105 | $1,098-90.5% | $8,777-98.8% | $834-87.5% |