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 9-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 |
|---|---|---|
ALPHA PENSION GROUP, INC.1+ years Filed as: ALPHA PENSION GROUP INC Service code 16 · EIN 26-2219855 | Consulting | $14,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,959 |
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 | $72,026 | $50,637+42.2% | $86,590-16.8% | $62,292+15.6% |
| Participation rate | 56.1% | 67.9%-11.8pp | 73.5%-17.5pp | 69.5%-13.5pp |
| Annual return | 15.81% | 20.80%-5.0pp | 964.84%-949.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $844 | $2,075-59.3% | $2,839-70.3% | $2,042-58.7% |
| Participant deferral / active EE | $2,197 | $2,611-15.9% | $3,609-39.1% | $3,169-30.7% |
| Admin fee / account holder | $195 | $413-52.8% | $4,906-96.0% | $479-59.3% |