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 | $6,483 |
Service code 49 · EIN 04-1590850 | Other Services | $1,008 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,121 | $55,636+65.6% | $81,983+12.4% | $73,488+25.4% |
| Participation rate | 64.5% | 62.3%+2.2pp | 69.2%-4.8pp | 70.7%-6.2pp |
| Annual return | 18.74% | 19.07%-0.3pp | 41.31%-22.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $427 | $1,625-73.7% | $2,498-82.9% | $2,270-81.2% |
| Participant deferral / active EE | $4,379 | $2,762+58.5% | $3,722+17.6% | $3,740+17.1% |
| Admin fee / account holder | $9 | $493-98.1% | $5,664-99.8% | $513-98.2% |