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: ALERA INVESTMENT ADVISORS Service code 99 · EIN 81-4473358 | Other Fees | $21,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,020 | $86,944-58.6% | $107,525-66.5% | $74,304-51.5% |
| Participation rate | 81.6% | 59.6%+22.0pp | 75.1%+6.5pp | 60.3%+21.2pp |
| Annual return | 16.13% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,588 | $2,757-6.1% | $3,754-31.0% | $2,241+15.5% |
| Participant deferral / active EE | $6,038 | $3,554+69.9% | $5,116+18.0% | $3,767+60.3% |
| Admin fee / account holder | $377 | $3,727-89.9% | $8,919-95.8% | $2,969-87.3% |