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 |
|---|---|---|
COMPASS ION ADVISORS, LLC7 years Service code 26 · EIN 26-3205926 | Advisory (Participants) | $97,309 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $14,051 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $10,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,946 | $89,465-1.7% | $164,866-46.7% | $77,671+13.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 14.06% | 28.81%-14.7pp | 69.97%-55.9pp | 31.21%-17.2pp |
| Employer contribution / active EE | $2,611 | $2,568+1.7% | $4,343-39.9% | $2,726-4.2% |
| Participant deferral / active EE | $4,879 | $4,897-0.4% | $6,033-19.1% | $4,648+5.0% |
| Admin fee / account holder | $388 | $340+14.2% | $12,689-96.9% | $430-9.9% |