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 13 · EIN 42-0127290 | Contract Administrator | $124,363 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $38,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,744 | $89,808-6.8% | $100,383-16.6% | $77,671+7.8% |
| Participation rate | 83.5% | 81.2%+2.3pp | 81.5%+2.0pp | 70.6%+12.9pp |
| Annual return | 20.83% | 20.62%+0.2pp | 49.26%-28.4pp | 31.21%-10.4pp |
| Employer contribution / active EE | $6,451 | $3,039+112.3% | $3,944+63.6% | $2,726+136.6% |
| Participant deferral / active EE | $13,421 | $8,284+62.0% | $8,086+66.0% | $4,648+188.8% |
| Admin fee / account holder | $441 | $174+152.9% | $7,900-94.4% | $430+2.5% |