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 | $15,345 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,086 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,246 | $102,317-63.6% | $146,958-74.7% | $80,856-53.9% |
| Participation rate | 83.5% | 75.8%+7.7pp | 82.2%+1.4pp | 67.6%+15.9pp |
| Annual return | 15.00% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,785 | $6,644+2.1% | $8,070-15.9% | $4,296+57.9% |
| Admin fee / account holder | $41 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |