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.3 years Service code 15 · EIN 26-2219855 | Recordkeeping | $13,583 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,153 |
ADP BROKER-DEALER5+ 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).
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 | $32,649 | $52,953-38.3% | $172,739-81.1% | $65,185-49.9% |
| Participation rate | 86.6% | 66.2%+20.4pp | 82.6%+3.9pp | 70.2%+16.4pp |
| Annual return | 28.77% | 30.12%-1.3pp | 802.84%-774.1pp | 29.38%-0.6pp |
| Employer contribution / active EE | $1,484 | $2,190-32.2% | $5,143-71.1% | $2,177-31.8% |
| Participant deferral / active EE | $8,794 | $2,471+255.9% | $5,198+69.2% | $3,514+150.3% |
| Admin fee / account holder | $88 | $472-81.3% | $13,954-99.4% | $847-89.6% |