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 15 · EIN 26-2219855 | Recordkeeping | $15,010 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,725 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,815 | $80,177-57.8% | $123,892-72.7% | $57,658-41.4% |
| Participation rate | 54.9% | 74.4%-19.5pp | 81.4%-26.5pp | 70.2%-15.3pp |
| Annual return | 13.65% | 17.90%-4.3pp | 47.52%-33.9pp | 5.13%+8.5pp |
| Employer contribution / active EE | $1,703 | $2,913-41.5% | $4,617-63.1% | $1,974-13.7% |
| Participant deferral / active EE | $3,306 | $5,130-35.6% | $5,984-44.8% | $3,061+8.0% |
| Admin fee / account holder | $62 | $106-42.1% | $8,357-99.3% | $95-34.9% |