See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,603 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $38,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,057 | $54,193+60.6% | $93,606-7.0% | $77,643+12.1% |
| Participation rate | 58.6% | 63.9%-5.3pp | 68.7%-10.1pp | 70.6%-12.0pp |
| Annual return | 14.87% | 30.54%-15.7pp | 133.20%-118.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,400 | $3,144-23.7% | $4,411-45.6% | $4,647-48.4% |
| Admin fee / account holder | $374 | $576-35.0% | $8,285-95.5% | $430-13.1% |