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 13 · EIN 42-0127290 | Contract Administrator | $99,797 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $37,725 |
ALPHA PENSION GROUP, INC.5 years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $30,000 |
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 | $53,056 | $78,781-32.7% | $100,516-47.2% | $73,409-27.7% |
| Participation rate | 96.8% | 80.0%+16.8pp | 79.4%+17.4pp | 72.2%+24.6pp |
| Annual return | 20.01% | 31.69%-11.7pp | 30.89%-10.9pp | 59.29%-39.3pp |
| Employer contribution / active EE | $3,306 | $2,420+36.6% | $3,418-3.3% | $2,234+48.0% |
| Participant deferral / active EE | $9,345 | $6,537+42.9% | $6,270+49.0% | $3,805+145.6% |
| Admin fee / account holder | $218 | $145+49.7% | $8,081-97.3% | $158+37.8% |