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 |
|---|---|---|
TRG INVESTMENT ADVISORS, LLC2 years Service code 26 · EIN 03-0215988 | Advisory (Participants) | $34,444 |
Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $2,550 |
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,597 | $86,655-35.8% | $119,609-53.5% | $66,914-16.9% |
| Participation rate | 94.6% | 75.6%+19.0pp | 79.3%+15.4pp | 69.8%+24.8pp |
| Annual return | -16.31% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,020 | $2,536+19.1% | $4,232-28.6% | $2,544+18.7% |
| Participant deferral / active EE | $7,304 | $4,358+67.6% | $5,602+30.4% | $4,237+72.4% |
| Admin fee / account holder | $314 | $755-58.4% | $10,323-97.0% | $593-47.0% |