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 6-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 82-1301701 | Advisory (Plan) | $58,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,786 | $129,021-55.2% | $184,203-68.6% | $77,643-25.6% |
| Participation rate | 72.8% | 87.3%-14.5pp | 86.8%-14.0pp | 70.6%+2.2pp |
| Annual return | 20.75% | 33.27%-12.5pp | 28.81%-8.1pp | 31.24%-10.5pp |
| Employer contribution / active EE | $3,267 | $4,413-26.0% | $6,427-49.2% | $2,726+19.9% |
| Participant deferral / active EE | $6,886 | $7,297-5.6% | $9,131-24.6% | $4,647+48.2% |
| Admin fee / account holder | $196 | $254-22.9% | $13,901-98.6% | $430-54.5% |