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 Service code 99 · EIN 26-2219855 | Other Fees | $14,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,750 | $62,928-54.3% | $172,739-83.4% | $67,579-57.5% |
| Participation rate | 62.4% | 64.5%-2.1pp | 82.6%-20.2pp | 71.3%-8.9pp |
| Annual return | 3.48% | 30.36%-26.9pp | 802.84%-799.4pp | 378.56%-375.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,114 | $2,145-1.5% | $5,198-59.3% | $3,539-40.3% |
| Admin fee / account holder | $148 | $167-11.4% | $13,954-98.9% | $142+3.7% |