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 3-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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ALERA GROUP INVESTMENT ADVISORS LLC Service code 27 3 PARKWAY · DEERFIELD, IL 60015 | Advisory (Plan) | $19,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,028 | $122,239-70.5% | $184,203-80.4% | $74,495-51.6% |
| Participation rate | 65.6% | 85.5%-19.9pp | 86.8%-21.3pp | 67.2%-1.6pp |
| Annual return | 15.59% | 19.95%-4.4pp | 28.81%-13.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,219 | $4,537-51.1% | $6,427-65.5% | $2,623-15.4% |
| Participant deferral / active EE | $3,849 | $7,139-46.1% | $9,131-57.9% | $4,346-11.4% |
| Admin fee / account holder | $91 | $1,260-92.8% | $13,901-99.3% | $1,942-95.3% |