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 99 · EIN 26-2219855 | Other Fees | $22,500 |
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 | $148,190 | $50,385+194.1% | $75,670+95.8% | $62,292+137.9% |
| Participation rate | 87.6% | 67.7%+19.9pp | 72.3%+15.2pp | 69.5%+18.1pp |
| Annual return | 18.07% | 19.90%-1.8pp | 27.34%-9.3pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,733 | $1,537+12.7% | $2,352-26.3% | $2,042-15.1% |
| Participant deferral / active EE | $6,228 | $2,445+154.7% | $3,142+98.2% | $3,169+96.5% |
| Admin fee / account holder | $241 | $384-37.4% | $5,800-95.9% | $479-49.8% |