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, LLC Service code 13 | Contract Administrator | $7,976 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,152 | $63,299+63.0% | $91,001+13.4% | $62,292+65.6% |
| Participation rate | 77.4% | 73.3%+4.0pp | 75.6%+1.8pp | 69.5%+7.8pp |
| Annual return | 9.53% | 20.99%-11.5pp | 4.60%+4.9pp | 28.90%-19.4pp |
| Employer contribution / active EE | $2,744 | $1,807+51.9% | $2,456+11.7% | $2,042+34.3% |
| Participant deferral / active EE | $4,962 | $2,943+68.6% | $3,547+39.9% | $3,169+56.6% |
| Admin fee / account holder | $38 | $468-92.0% | $5,417-99.3% | $479-92.2% |