See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRG INVESTMENT ADVISORS, LLC4 years Service code 26 · EIN 03-0215988 | Advisory (Participants) | $45,724 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,513 | $88,083-21.1% | $164,813-57.8% | $74,495-6.7% |
| Participation rate | 98.9% | 73.0%+25.9pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | 13.35% | 17.26%-3.9pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,454 | $2,593+33.2% | $4,341-20.4% | $2,623+31.7% |
| Participant deferral / active EE | $7,162 | $4,498+59.2% | $6,031+18.8% | $4,346+64.8% |
| Admin fee / account holder | $324 | $2,234-85.5% | $12,690-97.4% | $1,942-83.3% |