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 | Contract Administrator | $4,453 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $1,665 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,449 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,427 | $44,960+41.1% | $84,966-25.4% | $74,495-14.9% |
| Participation rate | 95.0% | 49.4%+45.7pp | 67.5%+27.5pp | 67.2%+27.8pp |
| Annual return | 14.03% | 26.24%-12.2pp | 66.38%-52.4pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,146 | $1,457+47.3% | $2,727-21.3% | $2,623-18.2% |
| Participant deferral / active EE | $5,701 | $2,731+108.8% | $4,519+26.1% | $4,346+31.2% |
| Admin fee / account holder | $17 | $2,209-99.2% | $6,149-99.7% | $1,942-99.1% |