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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,999 |
ALPHA PENSION GROUP, INC.1+ years Filed as: ALPHA PENSION GROUP INC Service code 16 · EIN 26-2219855 | Consulting | $14,563 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,936 | $44,229+31.0% | $155,790-62.8% | $55,191+5.0% |
| Participation rate | 52.2% | 60.8%-8.6pp | 76.1%-23.9pp | 69.2%-17.0pp |
| Annual return | 0.83% | 0.37%+0.5pp | 71.54%-70.7pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,440 | $1,317+9.3% | $3,836-62.5% | $1,899-24.1% |
| Participant deferral / active EE | $2,619 | $2,851-8.1% | $4,797-45.4% | $3,046-14.0% |
| Admin fee / account holder | $116 | $86+34.0% | $7,478-98.5% | $91+27.3% |