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 27 · EIN 26-2219855 396 COMMONWEALTH ST UNIT D2A · BOSTON, MA 02215 | Advisory (Plan) | $9,102 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,723 |
Service code 13 · EIN 04-2753601 50 ENERGY DRIVE · CANTON, MA 020212863 | Contract Administrator | $1,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $29,373 | $52,293-43.8% | $178,490-83.5% | $73,409-60.0% |
| Participation rate | 14.9% | 65.3%-50.4pp | 81.9%-67.0pp | 72.2%-57.3pp |
| Annual return | 22.80% | 34.75%-11.9pp | 151.07%-128.3pp | 59.29%-36.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $428 | $2,332-81.6% | $5,202-91.8% | $3,805-88.7% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |