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.4 years Service code 15 · EIN 26-2219855 | Recordkeeping | $15,432 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,132 |
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 | $38,816 | $58,879-34.1% | $178,490-78.3% | $73,488-47.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 81.9%+2.7pp | 70.7%+13.9pp |
| Annual return | 18.01% | 24.86%-6.9pp | 151.07%-133.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,134 | $2,236-49.3% | $5,011-77.4% | $2,270-50.0% |
| Participant deferral / active EE | $8,520 | $2,567+231.9% | $5,202+63.8% | $3,740+127.8% |
| Admin fee / account holder | $95 | $400-76.3% | $13,984-99.3% | $513-81.5% |