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.4+ years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,368 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,721 | $60,124+40.9% | $90,404-6.3% | $79,858+6.1% |
| Participation rate | 85.3% | 65.0%+20.3pp | 72.7%+12.6pp | 69.6%+15.6pp |
| Annual return | 12.71% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $470 | $2,068-77.3% | $3,262-85.6% | $2,471-81.0% |
| Participant deferral / active EE | $2,442 | $2,938-16.9% | $3,963-38.4% | $3,740-34.7% |
| Admin fee / account holder | $166 | $3,976-95.8% | $5,611-97.0% | $5,306-96.9% |