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 99 · EIN 26-2219855 | Other Fees | $17,486 |
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 | $24,071 | $38,365-37.3% | $84,611-71.6% | $65,185-63.1% |
| Participation rate | 88.6% | 55.7%+33.0pp | 68.2%+20.4pp | 70.2%+18.4pp |
| Annual return | 23.79% | 32.00%-8.2pp | 258.74%-235.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,909 | $1,258+51.7% | $2,652-28.0% | $2,177-12.3% |
| Participant deferral / active EE | $4,074 | $2,278+78.8% | $3,899+4.5% | $3,514+16.0% |
| Admin fee / account holder | $127 | $451-71.8% | $4,912-97.4% | $847-85.0% |