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 99 · EIN 81-4473358 | Other Fees | $41,711 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,001 |
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 | $148,069 | $81,625+81.4% | $167,512-11.6% | $74,304+99.3% |
| Participation rate | 94.3% | 60.0%+34.3pp | 77.1%+17.3pp | 60.3%+34.0pp |
| Annual return | 11.65% | 26.09%-14.4pp | 1615.79%-1604.1pp | 29.43%-17.8pp |
| Employer contribution / active EE | $2,949 | $2,010+46.7% | $3,882-24.0% | $2,241+31.6% |
| Participant deferral / active EE | $5,985 | $4,115+45.5% | $6,405-6.6% | $3,767+58.9% |
| Admin fee / account holder | $44 | $3,474-98.7% | $9,769-99.6% | $2,969-98.5% |