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 37 · EIN 04-2647786 | Loan Processing | $24,455 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $11,000 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,487 |
ALPHA PENSION GROUP, INC.4 years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $8,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,129 | $77,660-16.1% | $109,143-40.3% | $79,386-18.0% |
| Participation rate | 85.4% | 67.8%+17.6pp | 75.9%+9.6pp | 70.7%+14.7pp |
| Annual return | 15.07% | 23.44%-8.4pp | 25.75%-10.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,457 | $2,797-47.9% | $3,722-60.8% | $2,427-40.0% |
| Participant deferral / active EE | $3,307 | $3,518-6.0% | $4,653-28.9% | $4,046-18.3% |
| Admin fee / account holder | $456 | $732-37.8% | $6,752-93.3% | $626-27.3% |