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 5-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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 99 · EIN 81-4473358 | Other Fees | $15,391 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,831 | $110,483-88.4% | $145,433-91.2% | $79,634-83.9% |
| Participation rate | 75.3% | 71.1%+4.2pp | 82.1%-6.8pp | 62.5%+12.8pp |
| Annual return | 27.24% | 24.62%+2.6pp | 66.58%-39.3pp | 36.46%-9.2pp |
| Employer contribution / active EE | $2,345 | $4,053-42.1% | $4,554-48.5% | $2,529-7.3% |
| Participant deferral / active EE | $4,657 | $7,216-35.5% | $7,897-41.0% | $3,835+21.5% |
| Admin fee / account holder | $174 | $680-74.4% | $13,129-98.7% | $1,002-82.7% |