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 13 · EIN 23-3044062 | Contract Administrator | $5,488 |
Service code 49 · EIN 04-1590850 | Other Services | $1,258 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $78,588 | $55,706+41.1% | $75,886+3.6% | $72,985+7.7% |
| Participation rate | 95.9% | 61.1%+34.7pp | 69.3%+26.6pp | 69.5%+26.4pp |
| Annual return | 27.04% | 27.59%-0.6pp | 30.76%-3.7pp | 81.00%-54.0pp |
| Employer contribution / active EE | $591 | $1,687-65.0% | $2,500-76.4% | $2,440-75.8% |
| Participant deferral / active EE | $6,016 | $2,634+128.4% | $3,603+67.0% | $3,607+66.8% |
| Admin fee / account holder | $12 | $3,978-99.7% | $5,418-99.8% | $5,124-99.8% |