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 INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,178 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $1,535 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,840 | $86,929-71.4% | $102,423-75.7% | $80,856-69.3% |
| Participation rate | 95.4% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.8pp |
| Annual return | 11.11% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,496 | $2,369-36.8% | $3,023-50.5% | $2,755-45.7% |
| Participant deferral / active EE | $2,137 | $4,118-48.1% | $5,053-57.7% | $4,296-50.3% |
| Admin fee / account holder | $206 | $8,049-97.4% | $9,451-97.8% | $6,918-97.0% |