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 7-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.1+ years Filed as: ALPHA PENSION GROUP Service code 99 · EIN 26-2219855 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Other Fees | $30,694 |
ALPHA PENSION GROUP, INC.1+ years Filed as: ALPHA PENSION GROUP INC. Service code 99 | Other Fees | $30,694 |
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 | $72,456 | $63,114+14.8% | $92,893-22.0% | $65,185+11.2% |
| Participation rate | 87.1% | 68.8%+18.3pp | 76.0%+11.1pp | 70.2%+16.9pp |
| Annual return | 30.22% | 28.75%+1.5pp | 109.41%-79.2pp | 29.38%+0.8pp |
| Employer contribution / active EE | $3,122 | $2,571+21.5% | $3,653-14.5% | $2,177+43.4% |
| Participant deferral / active EE | $9,649 | $3,108+210.4% | $4,236+127.8% | $3,514+174.6% |
| Admin fee / account holder | $25 | $624-96.0% | $5,794-99.6% | $847-97.0% |