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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $30,251 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,697 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,191 | $65,376+41.0% | $87,100+5.8% | $65,185+41.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 17.20% | 31.27%-14.1pp | 28.19%-11.0pp | 29.38%-12.2pp |
| Employer contribution / active EE | $4,096 | $1,822+124.8% | $2,521+62.5% | $2,177+88.2% |
| Participant deferral / active EE | $5,999 | $3,388+77.1% | $4,049+48.2% | $3,514+70.7% |
| Admin fee / account holder | $77 | $520-85.1% | $7,497-99.0% | $847-90.9% |