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 6-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 15 · EIN 82-1301701 | Recordkeeping | $30,821 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,452 | $101,317-41.3% | $146,958-59.5% | $74,495-20.2% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.7pp | 67.2%+21.6pp |
| Annual return | 23.82% | 8730.91%-8707.1pp | 418.34%-394.5pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $5,345 | $3,810+40.3% | $4,933+8.3% | $2,623+103.8% |
| Participant deferral / active EE | $11,237 | $7,303+53.9% | $8,070+39.2% | $4,346+158.6% |
| Admin fee / account holder | $164 | $1,739-90.6% | $12,998-98.7% | $1,942-91.6% |