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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $139,339 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 | Other Services | $25,000 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $12,950 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 49 · EIN 23-3044062 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,536 | $71,142+37.1% | $119,609-18.5% | $64,808+50.5% |
| Participation rate | 99.8% | 78.6%+21.2pp | 79.3%+20.5pp | 71.5%+28.3pp |
| Annual return | 3.75% | -10.01%+13.8pp | -14.97%+18.7pp | 32.82%-29.1pp |
| Employer contribution / active EE | $801 | $2,497-67.9% | $4,232-81.1% | $2,506-68.0% |
| Participant deferral / active EE | $6,516 | $4,490+45.1% | $5,602+16.3% | $4,310+51.2% |
| Admin fee / account holder | $230 | $162+41.6% | $10,323-97.8% | $188+22.2% |