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 4-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 | $27,482 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $14,765 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,445 | $104,475-43.1% | $159,436-62.7% | $79,386-25.1% |
| Participation rate | 84.6% | 76.6%+8.0pp | 82.8%+1.8pp | 70.7%+13.9pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,058 | $3,417-10.5% | $4,829-36.7% | $2,427+26.0% |
| Participant deferral / active EE | $6,372 | $6,467-1.5% | $7,352-13.3% | $4,046+57.5% |
| Admin fee / account holder | $232 | $711-67.3% | $10,799-97.8% | $626-62.9% |