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.2+ years Filed as: ALPHA PENSION GROUP INC. Service code 99 | Other Fees | $25,895 |
ALPHA PENSION GROUP, INC.2+ years Filed as: ALPHA PENSION GROUP Service code 99 · EIN 26-2219855 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Other Fees | $0 |
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 | $91,676 | $69,362+32.2% | $101,248-9.5% | $73,488+24.7% |
| Participation rate | 90.7% | 68.4%+22.3pp | 75.8%+14.9pp | 70.7%+20.0pp |
| Annual return | 26.46% | 18.46%+8.0pp | 46.47%-20.0pp | 28.51%-2.0pp |
| Employer contribution / active EE | $3,452 | $2,628+31.3% | $3,660-5.7% | $2,270+52.1% |
| Participant deferral / active EE | $11,099 | $3,300+236.4% | $4,370+154.0% | $3,740+196.8% |
| Admin fee / account holder | $36 | $704-94.8% | $5,945-99.4% | $513-92.9% |