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.3 years Filed as: ALPHA PENSION GROUP Service code 17 · EIN 26-2219855 396 COMMONWELTH AVE UNIT D-2A · BOSTON, MA 022152823 | Pension Consulting | $9,073 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 529 5TH AVE FLOOR 10TH · NEW YORK, NY 100174608 | Accounting | $8,471 |
TIAA3 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,097 | $42,894+68.1% | $60,874+18.4% | $68,494+5.3% |
| Participation rate | 96.5% | 66.8%+29.7pp | 73.1%+23.4pp | 67.9%+28.6pp |
| Annual return | -14.07% | -13.98%-0.1pp | 16.90%-31.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,543 | $1,978-22.0% | $2,701-42.9% | $2,596-40.6% |
| Participant deferral / active EE | $3,399 | $2,867+18.6% | $3,817-10.9% | $4,027-15.6% |
| Admin fee / account holder | $158 | $3,101-94.9% | $3,224-95.1% | $5,403-97.1% |