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 37 · EIN 04-2647786 | Loan Processing | $52,474 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 16 · EIN 81-4473358 | Consulting | $26,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,281 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,595 | $48,471-16.2% | $182,532-77.8% | $67,579-39.9% |
| Participation rate | 88.2% | 67.2%+21.0pp | 78.0%+10.2pp | 71.3%+16.9pp |
| Annual return | 21.91% | 31.08%-9.2pp | 148.54%-126.6pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,590 | $1,461+8.9% | $4,076-61.0% | $2,148-26.0% |
| Participant deferral / active EE | $3,827 | $3,324+15.1% | $5,524-30.7% | $3,539+8.1% |
| Admin fee / account holder | $165 | $151+9.1% | $8,592-98.1% | $142+15.9% |