See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA GROUP Service code 17 · EIN 81-4473358 | Pension Consulting | $20,384 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,080 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,228 | $82,978-17.8% | $129,995-47.5% | $71,457-4.5% |
| Participation rate | 75.7% | 74.1%+1.6pp | 78.5%-2.8pp | 67.9%+7.7pp |
| Annual return | 17.96% | 20.60%-2.6pp | -137.18%+155.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,381 | $2,622-47.3% | $4,320-68.0% | $2,588-46.6% |
| Participant deferral / active EE | $4,192 | $4,432-5.4% | $5,820-28.0% | $4,289-2.3% |
| Admin fee / account holder | $168 | $1,729-90.3% | $10,614-98.4% | $1,587-89.4% |