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, LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $32,945 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $26,905 |
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 | $102,446 | $109,881-6.8% | $150,045-31.7% | $84,808+20.8% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.4pp | 68.3%+30.4pp |
| Annual return | 17.16% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,517 | $3,561+83.0% | $4,693+38.9% | $2,631+147.7% |
| Participant deferral / active EE | $15,062 | $6,636+127.0% | $7,997+88.3% | $4,212+257.6% |
| Admin fee / account holder | $269 | $8,568-96.9% | $13,435-98.0% | $7,344-96.3% |