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.4 years Service code 99 · EIN 26-2219855 | Other Fees | $14,334 |
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 | $34,662 | $58,879-41.1% | $178,490-80.6% | $73,488-52.8% |
| Participation rate | 66.5% | 66.2%+0.3pp | 81.9%-15.4pp | 70.7%-4.2pp |
| Annual return | 8.45% | 24.86%-16.4pp | 151.07%-142.6pp | 28.51%-20.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,225 | $2,567-13.3% | $5,202-57.2% | $3,740-40.5% |
| Admin fee / account holder | $208 | $400-48.1% | $13,984-98.5% | $513-59.5% |