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 10-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 27 · EIN 81-4473358 | Advisory (Plan) | $52,225 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $50,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,155 | $95,880-50.8% | $107,525-56.1% | $85,563-44.9% |
| Participation rate | 46.7% | 70.1%-23.4pp | 75.1%-28.3pp | 66.0%-19.2pp |
| Annual return | 23.12% | 68.06%-44.9pp | 181.32%-158.2pp | 31.51%-8.4pp |
| Employer contribution / active EE | $891 | $3,812-76.6% | $3,754-76.3% | $2,654-66.4% |
| Participant deferral / active EE | $2,572 | $4,201-38.8% | $5,116-49.7% | $4,375-41.2% |
| Admin fee / account holder | $187 | $1,025-81.8% | $8,919-97.9% | $834-77.6% |