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: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $868 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,360 | $49,138+31.0% | $84,015-23.4% | $65,185-1.3% |
| Participation rate | 79.0% | 60.7%+18.3pp | 69.0%+10.0pp | 70.2%+8.8pp |
| Annual return | 23.33% | 23.00%+0.3pp | 71.31%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $251 | $914-72.6% | $1,983-87.4% | $2,177-88.5% |
| Participant deferral / active EE | $1,420 | $2,397-40.8% | $3,239-56.1% | $3,514-59.6% |
| Admin fee / account holder | $370 | $543-31.8% | $6,101-93.9% | $847-56.3% |