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 5-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 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $47,209 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,484 | $119,446-37.6% | $150,045-50.4% | $85,563-12.9% |
| Participation rate | 99.2% | 75.4%+23.8pp | 82.3%+16.9pp | 66.0%+33.2pp |
| Annual return | 17.56% | 23.72%-6.2pp | 62.55%-45.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $4,066 | $4,078-0.3% | $4,693-13.4% | $2,654+53.2% |
| Participant deferral / active EE | $7,186 | $7,985-10.0% | $7,997-10.1% | $4,375+64.2% |
| Admin fee / account holder | $279 | $548-49.0% | $13,435-97.9% | $834-66.5% |