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 Filed as: ALPHA PENSION GROUP INC. Service code 27 · EIN 26-2219855 | Advisory (Plan) | $25,000 |
FIIOC4 years Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
FIIOC4 years Filed as: FIIOC, INC Service code 60 | Sub-TA 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 | $74,929 | $52,670+42.3% | $90,404-17.1% | $73,409+2.1% |
| Participation rate | 52.0% | 67.7%-15.6pp | 72.7%-20.7pp | 72.2%-20.1pp |
| Annual return | 15.13% | 20.70%-5.6pp | 1293.02%-1277.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,914 | $2,807-31.8% | $3,963-51.7% | $3,805-49.7% |
| Admin fee / account holder | $109 | $117-6.6% | $5,611-98.1% | $158-30.9% |