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: THE PARAGON ALLIANCE GROUP Service code 15 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Recordkeeping | $3,346 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,737 | $51,466+0.5% | $78,778-34.3% | $62,292-16.9% |
| Participation rate | 68.9% | 59.8%+9.1pp | 69.2%-0.3pp | 69.5%-0.6pp |
| Annual return | 13.70% | 19.96%-6.3pp | 35.62%-21.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $653 | $827-21.1% | $1,986-67.1% | $2,042-68.0% |
| Participant deferral / active EE | $1,842 | $2,147-14.2% | $2,958-37.7% | $3,169-41.9% |
| Admin fee / account holder | $170 | $489-65.2% | $5,134-96.7% | $479-64.5% |