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 6-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 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $8,418 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,525 | $79,171-31.1% | $102,423-46.8% | $74,495-26.8% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 10.84% | 54.93%-44.1pp | 29.32%-18.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $3,095 | $2,362+31.0% | $3,023+2.4% | $2,623+18.0% |
| Participant deferral / active EE | $3,903 | $4,415-11.6% | $5,053-22.8% | $4,346-10.2% |
| Admin fee / account holder | $488 | $2,001-75.6% | $9,451-94.8% | $1,942-74.9% |