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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,509 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,743 | $84,487+7.4% | $125,339-27.6% | $66,914+35.6% |
| Participation rate | 89.0% | 76.4%+12.6pp | 82.4%+6.6pp | 69.8%+19.2pp |
| Annual return | -18.67% | -8.39%-10.3pp | 572.05%-590.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,731 | $3,553-23.1% | $4,814-43.3% | $2,544+7.4% |
| Participant deferral / active EE | $14,799 | $6,781+118.2% | $7,446+98.7% | $4,237+249.3% |
| Admin fee / account holder | $343 | $685-49.9% | $10,010-96.6% | $593-42.2% |