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 IINVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $34,559 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $30,908 |
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 | $107,176 | $76,050+40.9% | $96,544+11.0% | $71,457+50.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 17.16% | 22.81%-5.7pp | 25.84%-8.7pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,934 | $2,244+75.3% | $2,965+32.7% | $2,588+52.0% |
| Participant deferral / active EE | $7,983 | $4,215+89.4% | $4,851+64.6% | $4,289+86.1% |
| Admin fee / account holder | $372 | $2,707-86.3% | $8,252-95.5% | $1,587-76.6% |