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 |
|---|---|---|
Filed as: ALERA GROUP Service code 17 · EIN 81-4473358 | Pension Consulting | $20,121 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $56,848 | $86,655-34.4% | $119,609-52.5% | $66,914-15.0% |
| Participation rate | 64.3% | 75.6%-11.2pp | 79.3%-14.9pp | 69.8%-5.5pp |
| Annual return | -19.73% | -8.00%-11.7pp | -14.97%-4.8pp | 1.58%-21.3pp |
| Employer contribution / active EE | $781 | $2,536-69.2% | $4,232-81.5% | $2,544-69.3% |
| Participant deferral / active EE | $3,678 | $4,358-15.6% | $5,602-34.3% | $4,237-13.2% |
| Admin fee / account holder | $174 | $755-76.9% | $10,323-98.3% | $593-70.6% |