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 |
|---|---|---|
Filed as: ALPHA WEALTH MANAGMENT, LLC Service code 27 220 N SAN JACINTA · HEMET, CA 925434401 | Advisory (Plan) | $11,094 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Recordk... | $7,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,341 | $56,972-43.2% | $182,532-82.3% | $65,185-50.4% |
| Participation rate | 40.8% | 66.5%-25.8pp | 78.0%-37.2pp | 70.2%-29.4pp |
| Annual return | 12.43% | 27.67%-15.2pp | 148.54%-136.1pp | 29.38%-17.0pp |
| Employer contribution / active EE | $889 | $1,615-44.9% | $4,076-78.2% | $2,177-59.2% |
| Participant deferral / active EE | $1,492 | $3,526-57.7% | $5,524-73.0% | $3,514-57.5% |
| Admin fee / account holder | $377 | $528-28.7% | $8,592-95.6% | $847-55.5% |