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 | $17,555 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,600 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,443 |
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 | $56,598 | $109,881-48.5% | $150,045-62.3% | $84,808-33.3% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 16.90% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,035 | $6,636+51.2% | $7,997+25.5% | $4,212+138.3% |
| Admin fee / account holder | $43 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |