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 |
|---|---|---|
ALPHAPOINT, INC.6 years Service code 26 · EIN 14-1884337 | Advisory (Participants) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,570 | $54,193+8.1% | $93,606-37.4% | $77,643-24.6% |
| Participation rate | 54.1% | 63.9%-9.9pp | 68.7%-14.7pp | 70.6%-16.5pp |
| Annual return | 13.88% | 30.54%-16.7pp | 133.20%-119.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,061 | $1,168-9.2% | $2,420-56.2% | $2,726-61.1% |
| Participant deferral / active EE | $1,717 | $3,144-45.4% | $4,411-61.1% | $4,647-63.1% |
| Admin fee / account holder | $211 | $576-63.3% | $8,285-97.5% | $430-50.9% |