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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,013 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,147 | $101,317+22.5% | $146,958-15.5% | $74,495+66.7% |
| Participation rate | 83.2% | 75.5%+7.7pp | 82.2%+1.1pp | 67.2%+16.0pp |
| Annual return | 17.71% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,049 | $3,810-46.2% | $4,933-58.5% | $2,623-21.9% |
| Participant deferral / active EE | $11,589 | $7,303+58.7% | $8,070+43.6% | $4,346+166.7% |
| Admin fee / account holder | $371 | $1,739-78.7% | $12,998-97.1% | $1,942-80.9% |