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) | $33,151 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $30,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,279 | $84,936+34.5% | $111,297+2.7% | $79,386+44.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 12.14% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $4,475 | $1,979+126.1% | $2,731+63.9% | $2,427+84.4% |
| Participant deferral / active EE | $7,249 | $3,888+86.4% | $4,487+61.5% | $4,046+79.2% |
| Admin fee / account holder | $391 | $537-27.2% | $7,964-95.1% | $626-37.6% |