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 13 · EIN 23-3044062 | Contract Administrator | $7,219 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,415 | $66,601-7.8% | $92,893-33.9% | $67,579-9.1% |
| Participation rate | 67.3% | 72.5%-5.2pp | 76.0%-8.7pp | 71.3%-4.0pp |
| Annual return | 21.56% | 92.58%-71.0pp | 109.41%-87.9pp | 378.56%-357.0pp |
| Employer contribution / active EE | $944 | $2,775-66.0% | $3,653-74.1% | $2,148-56.0% |
| Participant deferral / active EE | $3,894 | $3,157+23.4% | $4,236-8.1% | $3,539+10.0% |
| Admin fee / account holder | $358 | $199+80.1% | $5,794-93.8% | $142+151.8% |