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 |
|---|---|---|
Filed as: ALPHA PENSION GROUP INC Service code 16 · EIN 26-2219855 | Consulting | $25,000 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,712 | $73,404+86.2% | $87,100+57.0% | $67,579+102.3% |
| Participation rate | 98.2% | 80.9%+17.3pp | 76.9%+21.3pp | 71.3%+26.9pp |
| Annual return | 21.01% | 48.29%-27.3pp | 28.19%-7.2pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,437 | $2,014-28.7% | $2,521-43.0% | $2,148-33.1% |
| Participant deferral / active EE | $6,632 | $3,913+69.5% | $4,049+63.8% | $3,539+87.4% |
| Admin fee / account holder | $72 | $142-48.9% | $7,497-99.0% | $142-49.2% |