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 | $9,556 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,821 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,747 | $78,275+7.0% | $109,143-23.3% | $86,799-3.5% |
| Participation rate | 72.7% | 73.8%-1.2pp | 75.9%-3.2pp | 72.3%+0.4pp |
| Annual return | 14.79% | 19.14%-4.4pp | 25.75%-11.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $961 | $3,105-69.0% | $3,722-74.2% | $2,405-60.0% |
| Participant deferral / active EE | $4,378 | $3,641+20.3% | $4,653-5.9% | $4,131+6.0% |
| Admin fee / account holder | $422 | $198+112.7% | $6,752-93.7% | $170+149.0% |