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 01-0233346 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Recordkeeping | $1,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,189 | $79,171-6.3% | $102,423-27.6% | $74,495-0.4% |
| Participation rate | 97.8% | 74.8%+23.0pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 28.78% | 54.93%-26.2pp | 29.32%-0.5pp | 1364.94%-1336.2pp |
| Employer contribution / active EE | $3,781 | $2,362+60.1% | $3,023+25.1% | $2,623+44.2% |
| Participant deferral / active EE | $5,904 | $4,415+33.7% | $5,053+16.8% | $4,346+35.9% |
| Admin fee / account holder | $308 | $2,001-84.6% | $9,451-96.7% | $1,942-84.1% |