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 INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $15,219 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,980 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,520 | $87,870-60.7% | $113,168-69.5% | $74,304-53.5% |
| Participation rate | 49.3% | 70.7%-21.5pp | 76.6%-27.3pp | 60.3%-11.1pp |
| Annual return | 30.33% | 26.44%+3.9pp | 24.27%+6.1pp | 29.43%+0.9pp |
| Employer contribution / active EE | $1,276 | $2,277-44.0% | $2,975-57.1% | $2,241-43.1% |
| Participant deferral / active EE | $2,267 | $4,241-46.6% | $5,107-55.6% | $3,767-39.8% |
| Admin fee / account holder | $305 | $3,368-91.0% | $12,068-97.5% | $2,969-89.7% |