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 27 · EIN 47-1411118 | Advisory (Plan) | $18,750 |
LMHS, PC6 years Service code 10 · EIN 04-2971374 | Accounting | $8,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,847 |
ALPHA PENSION GROUP, INC.2 years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $6,250 |
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 | $81,203 | $78,275+3.7% | $109,143-25.6% | $86,799-6.4% |
| Participation rate | 90.9% | 73.8%+17.0pp | 75.9%+15.0pp | 72.3%+18.6pp |
| Annual return | 12.84% | 19.14%-6.3pp | 25.75%-12.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,717 | $3,105-12.5% | $3,722-27.0% | $2,405+12.9% |
| Participant deferral / active EE | $2,569 | $3,641-29.4% | $4,653-44.8% | $4,131-37.8% |
| Admin fee / account holder | $23 | $198-88.6% | $6,752-99.7% | $170-86.6% |