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.2+ years Filed as: ALERA GROUP INVESTMENT ADVISORS LLC Service code 27 3 PARKWAY · DEERFIELD, IL 60015 | Advisory (Plan) | $16,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,834 | $130,194-73.2% | $169,993-79.5% | $71,457-51.3% |
| Participation rate | 64.1% | 86.1%-22.0pp | 87.0%-22.9pp | 67.9%-3.8pp |
| Annual return | 21.06% | 20.37%+0.7pp | 53.37%-32.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $2,161 | $4,381-50.7% | $6,785-68.2% | $2,588-16.5% |
| Participant deferral / active EE | $3,882 | $6,923-43.9% | $10,408-62.7% | $4,289-9.5% |
| Admin fee / account holder | $83 | $966-91.4% | $12,815-99.4% | $1,587-94.8% |