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 | $46,320 |
ALPHA PENSION GROUP, INC.6+ years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,579 | $56,152+64.9% | $185,823-50.2% | $73,409+26.1% |
| Participation rate | 55.6% | 67.6%-11.9pp | 78.0%-22.4pp | 72.2%-16.5pp |
| Annual return | 22.94% | 17.59%+5.4pp | 35.95%-13.0pp | 59.29%-36.4pp |
| Employer contribution / active EE | $1,607 | $1,532+4.9% | $4,087-60.7% | $2,234-28.1% |
| Participant deferral / active EE | $3,382 | $3,659-7.6% | $5,632-39.9% | $3,805-11.1% |
| Admin fee / account holder | $240 | $132+81.6% | $9,500-97.5% | $158+51.8% |