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 9-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) | $7,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,328 | $40,385+29.6% | $80,569-35.1% | $74,419-29.7% |
| Participation rate | 48.2% | 47.4%+0.8pp | 67.0%-18.8pp | 70.7%-22.5pp |
| Annual return | 56.35% | 164.85%-108.5pp | 935.43%-879.1pp | 34.38%+22.0pp |
| Employer contribution / active EE | $1,578 | $1,496+5.5% | $2,723-42.1% | $2,637-40.2% |
| Participant deferral / active EE | $3,212 | $2,674+20.1% | $4,447-27.8% | $4,528-29.1% |
| Admin fee / account holder | $35 | $720-95.2% | $5,377-99.4% | $348-90.1% |