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 |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $57,204 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 PO BOX 8089 · BOSTON, MA 02266 | Other Commissions | $37,455 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,861 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $926 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,391 | $72,607+68.6% | $90,749+34.9% | $66,914+82.9% |
| Participation rate | 90.7% | 73.7%+17.0pp | 75.7%+15.0pp | 69.8%+20.9pp |
| Annual return | -5.40% | -12.28%+6.9pp | -12.16%+6.8pp | 1.58%-7.0pp |
| Employer contribution / active EE | $3,551 | $2,369+49.9% | $2,921+21.6% | $2,544+39.6% |
| Participant deferral / active EE | $6,238 | $3,977+56.8% | $4,564+36.7% | $4,237+47.2% |
| Admin fee / account holder | $146 | $707-79.4% | $8,445-98.3% | $593-75.4% |