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 | $10,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,280 | $54,517+71.1% | $75,972+22.8% | $74,495+25.2% |
| Participation rate | 67.2% | 60.3%+6.9pp | 69.1%-1.8pp | 67.2%0pp |
| Annual return | 14.03% | 31.82%-17.8pp | 359.55%-345.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $504 | $1,777-71.6% | $2,685-81.2% | $2,623-80.8% |
| Participant deferral / active EE | $5,043 | $3,066+64.5% | $4,255+18.5% | $4,346+16.0% |
| Admin fee / account holder | $12 | $2,229-99.4% | $6,467-99.8% | $1,942-99.4% |