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 10-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 27 THREE PARKWAY NORTH, STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $15,300 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,924 | $55,415-56.8% | $155,509-84.6% | $74,495-67.9% |
| Participation rate | 42.3% | 61.9%-19.6pp | 78.2%-35.9pp | 67.2%-24.9pp |
| Annual return | 15.56% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,132 | $2,267-50.1% | $4,672-75.8% | $2,623-56.9% |
| Participant deferral / active EE | $1,416 | $2,836-50.1% | $5,626-74.8% | $4,346-67.4% |
| Admin fee / account holder | $131 | $1,738-92.5% | $15,912-99.2% | $1,942-93.2% |