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 | $10,752 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,450 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,844 | $47,977-50.3% | $154,107-84.5% | $56,287-57.6% |
| Participation rate | 81.3% | 66.2%+15.2pp | 83.0%-1.7pp | 69.9%+11.5pp |
| Annual return | -0.36% | 3.54%-3.9pp | 735.12%-735.5pp | -9.96%+9.6pp |
| Employer contribution / active EE | $844 | $2,169-61.1% | $5,298-84.1% | $2,111-60.0% |
| Participant deferral / active EE | $7,411 | $2,392+209.9% | $5,081+45.9% | $3,350+121.2% |
| Admin fee / account holder | $73 | $438-83.4% | $13,411-99.5% | $521-86.0% |