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 9-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 26 · EIN 82-1301707 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Participants) | $5,575 |
Filed as: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 THREE PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $2,612 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $422 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $223 |
Filed as: ENVESTNET RETIREMENT SOLUTION, LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $56 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,861 | $27,641+15.3% | $61,373-48.1% | $68,494-53.5% |
| Participation rate | 62.3% | 39.5%+22.8pp | 52.6%+9.7pp | 67.9%-5.6pp |
| Annual return | -20.24% | -13.24%-7.0pp | 338.61%-358.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,419 | $1,263+12.3% | $2,125-33.2% | $4,027-64.8% |
| Admin fee / account holder | $193 | $2,010-90.4% | $2,130-90.9% | $5,403-96.4% |