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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $9,552 |
ALPHA PENSION GROUP, INC.2+ years Filed as: ALPHA PENSION GROUP INC. Service code 22 · EIN 26-2219855 | Insurance Broker | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,670 | $75,183-56.5% | $123,892-73.6% | $55,167-40.8% |
| Participation rate | 49.0% | 72.8%-23.8pp | 81.4%-32.4pp | 69.0%-20.0pp |
| Annual return | 16.45% | 19.01%-2.6pp | 47.52%-31.1pp | 169.23%-152.8pp |
| Employer contribution / active EE | $1,324 | $2,823-53.1% | $4,617-71.3% | $1,963-32.5% |
| Participant deferral / active EE | $2,680 | $5,084-47.3% | $5,984-55.2% | $3,054-12.3% |
| Admin fee / account holder | $151 | $663-77.3% | $8,357-98.2% | $504-70.1% |