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 |
|---|---|---|
LEGACY ADVISORS LLC4 years Filed as: LEGACY ADVISORS Service code 26 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Advisory (Participants) | $26,637 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $846 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,041 | $62,132-25.9% | $185,823-75.2% | $73,488-37.3% |
| Participation rate | 87.9% | 67.8%+20.1pp | 78.0%+9.8pp | 70.7%+17.2pp |
| Annual return | 13.72% | 20.44%-6.7pp | 35.95%-22.2pp | 28.51%-14.8pp |
| Employer contribution / active EE | $687 | $1,681-59.1% | $4,087-83.2% | $2,270-69.7% |
| Participant deferral / active EE | $3,441 | $3,711-7.3% | $5,632-38.9% | $3,740-8.0% |
| Admin fee / account holder | $7 | $419-98.3% | $9,500-99.9% | $513-98.6% |