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 |
|---|---|---|
ALPHA PENSION GROUP, INC.2 years Service code 15 · EIN 26-2219855 | Recordkeeping | $19,513 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,481 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $72,005 | $54,573+31.9% | $90,951-20.8% | $73,488-2.0% |
| Participation rate | 84.4% | 61.2%+23.3pp | 69.0%+15.4pp | 70.7%+13.8pp |
| Annual return | 16.23% | 16.69%-0.5pp | 134.60%-118.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,018 | $991+204.4% | $2,122+42.2% | $2,270+33.0% |
| Participant deferral / active EE | $5,464 | $2,517+117.1% | $3,373+62.0% | $3,740+46.1% |
| Admin fee / account holder | $212 | $521-59.4% | $5,959-96.4% | $513-58.7% |