See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALDEN CAPITAL3 years Filed as: J ALDEN ASSOCIATES INC Service code 53 · EIN 23-2825319 | Insurance Commissions | $76,574 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $38,978 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $535 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 20-3691708 | Recordkeeping Fees | $90 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,567 | $84,487+97.2% | $125,339+32.9% | $66,914+148.9% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.2pp | 69.8%+29.7pp |
| Annual return | -17.61% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,705 | $3,553+4.3% | $4,814-23.0% | $2,544+45.6% |
| Participant deferral / active EE | $10,139 | $6,781+49.5% | $7,446+36.2% | $4,237+139.3% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.6% |