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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,237 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $16,898 |
SIMON LEVER LLC1 year Filed as: SIMON LEVER Service code 10 · EIN 23-1692578 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,187 | $86,944-33.1% | $107,525-45.9% | $74,304-21.7% |
| Participation rate | 77.2% | 59.6%+17.7pp | 75.1%+2.1pp | 60.3%+16.9pp |
| Annual return | 22.32% | 23.52%-1.2pp | 181.32%-159.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $2,214 | $2,757-19.7% | $3,754-41.0% | $2,241-1.2% |
| Participant deferral / active EE | $6,137 | $3,554+72.7% | $5,116+20.0% | $3,767+62.9% |
| Admin fee / account holder | $300 | $3,727-92.0% | $8,919-96.6% | $2,969-89.9% |