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 7-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 99 · EIN 82-1301701 | Other Fees | $9,156 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,921 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,526 | $84,487-82.8% | $125,339-88.4% | $66,914-78.3% |
| Participation rate | 86.7% | 76.4%+10.3pp | 82.4%+4.3pp | 69.8%+16.9pp |
| Annual return | -17.36% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,646 | $6,781-46.2% | $7,446-51.0% | $4,237-13.9% |
| Admin fee / account holder | $11 | $685-98.4% | $10,010-99.9% | $593-98.1% |