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 Filed as: ALPHA PENSION GROUP INC. Service code 27 · EIN 26-2219855 | Advisory (Plan) | $25,000 |
FIIOC3 years Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
FIIOC3 years Filed as: FIIOC, INC Service code 60 | Sub-TA Fees | $0 |
Filed as: NY LIFE SECURITIES INC Service code 61 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,822 | $54,237+21.4% | $90,281-27.1% | $67,579-2.6% |
| Participation rate | 57.0% | 68.6%-11.7pp | 73.3%-16.3pp | 71.3%-14.3pp |
| Annual return | 22.21% | 37.27%-15.1pp | 78.10%-55.9pp | 378.56%-356.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,013 | $2,625-23.3% | $3,885-48.2% | $3,539-43.1% |
| Admin fee / account holder | $109 | $123-12.0% | $5,351-98.0% | $142-23.7% |