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 | $8,290 |
Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $1,435 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT AGENCY INC. Service code 53 · EIN 16-1305463 | Insurance Commissions | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,834 | $63,442+24.3% | $68,791+14.6% | $66,914+17.8% |
| Participation rate | 56.0% | 60.0%-4.0pp | 69.0%-13.1pp | 69.8%-13.8pp |
| Annual return | -16.40% | -8.29%-8.1pp | -6.38%-10.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $412 | $1,775-76.8% | $2,655-84.5% | $2,544-83.8% |
| Participant deferral / active EE | $4,315 | $2,945+46.6% | $3,941+9.5% | $4,237+1.9% |
| Admin fee / account holder | $14 | $577-97.6% | $4,932-99.7% | $593-97.7% |