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 |
|---|---|---|
ALPHA PENSION GROUP, INC.2 years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $31,054 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,742 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $13,045 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,989 | $65,592-63.4% | $90,160-73.4% | $69,631-65.5% |
| Participation rate | 91.5% | 77.6%+13.9pp | 76.9%+14.7pp | 70.7%+20.9pp |
| Annual return | 36.26% | 57.10%-20.8pp | 34.88%+1.4pp | 27571.02%-27534.8pp |
| Employer contribution / active EE | $1,705 | $2,193-22.3% | $3,318-48.6% | $2,032-16.1% |
| Participant deferral / active EE | $6,423 | $5,257+22.2% | $5,288+21.5% | $3,224+99.3% |
| Admin fee / account holder | $151 | $86+76.3% | $5,943-97.5% | $110+36.8% |