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 |
|---|---|---|
IRA GROUP1 year Service code 17 · EIN 58-1989031 | Pension Consulting | $8,426 |
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 | $173,951 | $84,936+104.8% | $111,297+56.3% | $79,386+119.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.15% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $5,203 | $1,979+162.9% | $2,731+90.5% | $2,427+114.3% |
| Participant deferral / active EE | $11,446 | $3,888+194.4% | $4,487+155.1% | $4,046+182.9% |
| Admin fee / account holder | $4 | $537-99.2% | $7,964-99.9% | $626-99.3% |