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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 THREE PARWAY NORTH, SUITE 500 · DEERFIELD, IL 60015 | Advisory (Participants) | $32,394 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,616 |
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 | $41,131 | $55,415-25.8% | $155,509-73.6% | $74,495-44.8% |
| Participation rate | 76.6% | 61.9%+14.7pp | 78.2%-1.6pp | 67.2%+9.4pp |
| Annual return | 9.32% | 268.50%-259.2pp | 64.67%-55.3pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $3,269 | $2,267+44.2% | $4,672-30.0% | $2,623+24.6% |
| Participant deferral / active EE | $2,425 | $2,836-14.5% | $5,626-56.9% | $4,346-44.2% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |