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 GROUP, INC. Service code 15 · EIN 81-4473358 | Recordkeeping | $44,866 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,200 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,187 | $104,919-53.1% | $116,228-57.7% | $85,563-42.5% |
| Participation rate | 53.9% | 78.6%-24.7pp | 74.6%-20.7pp | 66.0%-12.1pp |
| Annual return | 14.01% | 15.38%-1.4pp | 90.06%-76.0pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,728 | $3,485-50.4% | $2,994-42.3% | $2,654-34.9% |
| Participant deferral / active EE | $3,292 | $5,306-38.0% | $4,953-33.5% | $4,375-24.8% |
| Admin fee / account holder | $185 | $429-56.9% | $11,989-98.5% | $834-77.9% |