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) | $18,940 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,130 | $49,915-47.7% | $154,803-83.1% | $74,304-64.8% |
| Participation rate | 40.8% | 54.0%-13.2pp | 78.1%-37.3pp | 60.3%-19.6pp |
| Annual return | 13.40% | 34.06%-20.7pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,120 | $1,611-30.5% | $4,305-74.0% | $2,241-50.0% |
| Participant deferral / active EE | $1,450 | $2,255-35.7% | $5,540-73.8% | $3,767-61.5% |
| Admin fee / account holder | $139 | $2,189-93.6% | $14,329-99.0% | $2,969-95.3% |