See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,849 |
ALPHA PENSION GROUP, INC.3 years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $12,500 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,561 | $185,342-16.6% | $111,297+38.9% | $86,799+78.1% |
| Participation rate | 97.3% | 81.0%+16.4pp | 77.3%+20.0pp | 72.3%+25.1pp |
| Annual return | 13.18% | 500.80%-487.6pp | 54.65%-41.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,303 | $2,246+2.5% | $2,731-15.7% | $2,405-4.3% |
| Participant deferral / active EE | $7,905 | $4,458+77.3% | $4,487+76.2% | $4,131+91.4% |
| Admin fee / account holder | $134 | $255-47.4% | $7,964-98.3% | $170-20.7% |