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 4-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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $23,788 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $6,270 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,071 | $86,922-20.5% | $102,438-32.6% | $80,874-14.6% |
| Participation rate | 89.2% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 11.66% | 18.90%-7.2pp | 29.37%-17.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $3,135 | $2,369+32.3% | $3,024+3.7% | $2,756+13.8% |
| Participant deferral / active EE | $6,814 | $4,119+65.4% | $5,054+34.8% | $4,297+58.6% |
| Admin fee / account holder | $377 | $8,050-95.3% | $9,448-96.0% | $6,935-94.6% |