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: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $38,742 |
Filed as: ALERA IINVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $31,333 |
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 | $97,484 | $65,435+49.0% | $86,677+12.5% | $66,914+45.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -14.36% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $4,989 | $2,153+131.7% | $2,836+75.9% | $2,544+96.1% |
| Participant deferral / active EE | $8,547 | $4,100+108.5% | $4,656+83.6% | $4,237+101.7% |
| Admin fee / account holder | $409 | $642-36.2% | $7,493-94.5% | $593-31.0% |