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 | $15,000 |
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 | $14,571 | $33,067-55.9% | $76,523-81.0% | $56,287-74.1% |
| Participation rate | 88.9% | 55.4%+33.5pp | 68.0%+20.9pp | 69.9%+19.0pp |
| Annual return | -6.98% | 2.72%-9.7pp | -0.27%-6.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,423 | $1,200+18.6% | $2,647-46.2% | $2,111-32.6% |
| Participant deferral / active EE | $2,886 | $2,240+28.8% | $3,835-24.8% | $3,350-13.8% |
| Admin fee / account holder | $34 | $537-93.6% | $4,848-99.3% | $521-93.4% |