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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,007 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $34,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,380 | $45,031+25.2% | $84,966-33.6% | $77,643-27.4% |
| Participation rate | 45.1% | 48.7%-3.5pp | 67.5%-22.4pp | 70.6%-25.4pp |
| Annual return | 15.52% | 79.22%-63.7pp | 66.38%-50.9pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,660 | $1,609+3.1% | $2,727-39.1% | $2,726-39.1% |
| Participant deferral / active EE | $3,388 | $2,807+20.7% | $4,519-25.0% | $4,647-27.1% |
| Admin fee / account holder | $195 | $912-78.7% | $6,149-96.8% | $430-54.8% |