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 15 · EIN 23-3044062 | Recordkeeping | $1,240 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $29,596 | $44,873-34.0% | $79,464-62.8% | $56,287-47.4% |
| Participation rate | 70.2% | 68.7%+1.4pp | 73.3%-3.2pp | 69.9%+0.3pp |
| Annual return | 11.52% | 0.81%+10.7pp | 718.14%-706.6pp | -9.96%+21.5pp |
| Employer contribution / active EE | $1,054 | $2,140-50.8% | $2,800-62.4% | $2,111-50.1% |
| Participant deferral / active EE | $1,016 | $2,746-63.0% | $3,704-72.6% | $3,350-69.7% |
| Admin fee / account holder | $7 | $418-98.4% | $5,113-99.9% | $521-98.7% |