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 |
|---|---|---|
Service code 27 · EIN 47-4814591 | Advisory (Plan) | $34,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,641 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $14,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,547 | $89,808-21.4% | $100,383-29.7% | $77,671-9.2% |
| Participation rate | 83.7% | 81.2%+2.5pp | 81.5%+2.2pp | 70.6%+13.2pp |
| Annual return | 18.81% | 20.62%-1.8pp | 49.26%-30.5pp | 31.21%-12.4pp |
| Employer contribution / active EE | $3,763 | $3,039+23.8% | $3,944-4.6% | $2,726+38.0% |
| Participant deferral / active EE | $7,365 | $8,284-11.1% | $8,086-8.9% | $4,648+58.5% |
| Admin fee / account holder | $163 | $174-6.5% | $7,900-97.9% | $430-62.1% |