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 | $41,715 |
ALPHA PENSION GROUP, INC.2 years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $14,583 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 99 · EIN 23-1945930 | Other Fees | $6,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $154,588 | $79,519+94.4% | $95,952+61.1% | $73,409+110.6% |
| Participation rate | 97.0% | 81.2%+15.9pp | 77.1%+20.0pp | 72.2%+24.9pp |
| Annual return | 17.80% | 19.20%-1.4pp | 91.61%-73.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,086 | $2,048+1.9% | $2,541-17.9% | $2,234-6.6% |
| Participant deferral / active EE | $6,861 | $4,138+65.8% | $4,167+64.7% | $3,805+80.3% |
| Admin fee / account holder | $116 | $184-37.1% | $6,795-98.3% | $158-26.6% |