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 | $1,255 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,318 | $59,263+42.3% | $96,562-12.7% | $79,386+6.2% |
| Participation rate | 77.8% | 61.9%+15.9pp | 69.8%+8.0pp | 70.7%+7.1pp |
| Annual return | 16.22% | 27.07%-10.9pp | 37.78%-21.6pp | 116.85%-100.6pp |
| Employer contribution / active EE | $1,170 | $1,216-3.7% | $2,356-50.3% | $2,427-51.8% |
| Participant deferral / active EE | $1,688 | $2,948-42.7% | $3,849-56.1% | $4,046-58.3% |
| Admin fee / account holder | $496 | $658-24.7% | $6,181-92.0% | $626-20.8% |