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, LLC3 years Service code 26 · EIN 03-0215988 | Advisory (Participants) | $37,190 |
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $538 |
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 | $63,336 | $82,978-23.7% | $129,995-51.3% | $71,457-11.4% |
| Participation rate | 86.1% | 74.1%+12.0pp | 78.5%+7.6pp | 67.9%+18.2pp |
| Annual return | 16.18% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,945 | $2,622+12.4% | $4,320-31.8% | $2,588+13.8% |
| Participant deferral / active EE | $6,919 | $4,432+56.1% | $5,820+18.9% | $4,289+61.3% |
| Admin fee / account holder | $302 | $1,729-82.5% | $10,614-97.2% | $1,587-81.0% |