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 99 · EIN 26-2219855 | Other Fees | $12,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,316 | $37,196-23.9% | $154,107-81.6% | $55,725-49.2% |
| Participation rate | 57.9% | 64.1%-6.2pp | 83.0%-25.2pp | 70.9%-13.0pp |
| Annual return | 13.20% | 1319.68%-1306.5pp | 735.12%-721.9pp | 244.93%-231.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,107 | $2,068+1.9% | $5,081-58.5% | $3,356-37.2% |
| Admin fee / account holder | $68 | $102-33.3% | $13,411-99.5% | $115-41.2% |