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 | $12,085 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,508 |
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 | $112,737 | $75,183+50.0% | $123,892-9.0% | $55,167+104.4% |
| Participation rate | 85.8% | 72.8%+13.0pp | 81.4%+4.4pp | 69.0%+16.9pp |
| Annual return | 6.36% | 19.01%-12.6pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $3,536 | $2,823+25.2% | $4,617-23.4% | $1,963+80.2% |
| Participant deferral / active EE | $5,451 | $5,084+7.2% | $5,984-8.9% | $3,054+78.5% |
| Admin fee / account holder | $29 | $663-95.7% | $8,357-99.7% | $504-94.3% |