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 | $119,446-89.3% | $150,045-91.4% | $85,563-85.0% |
| Participation rate | 75.3% | 75.4%-0.1pp | 82.3%-7.0pp | 66.0%+9.4pp |
| Annual return | 27.24% | 23.72%+3.5pp | 62.55%-35.3pp | 31.51%-4.3pp |
| Employer contribution / active EE | $2,345 | $4,078-42.5% | $4,693-50.0% | $2,654-11.6% |
| Participant deferral / active EE | $4,657 | $7,985-41.7% | $7,997-41.8% | $4,375+6.4% |
| Admin fee / account holder | $174 | $548-68.3% | $13,435-98.7% | $834-79.2% |