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 |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 28 · EIN 82-1061233 4 OVERLOOK POINT, SIDE B · LINCOLNSHIRE, IL 60069 | Investment Management | $512,261 |
INVESCO6 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $174,476 |
STATE STREET GLOBAL ADVISORS6 years Filed as: SSGA Service code 28 · EIN 81-4017137 | Investment Management | $132,639 |
SSBT5 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $115,639 |
AON CONSULTING8+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $100,000 |
BLACK & PINCKARD LLC7 years Filed as: BLACK ROCK FINANCIAL Service code 21 · EIN 94-3112180 | Bank Trustee | $37,254 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $16,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,455 | $74,188+98.8% | $115,756+27.4% | $64,808+127.5% |
| Participation rate | 92.4% | 76.2%+16.2pp | 77.1%+15.3pp | 71.5%+21.0pp |
| Annual return | -6.35% | -11.81%+5.5pp | 143.14%-149.5pp | 32.82%-39.2pp |
| Employer contribution / active EE | $7,105 | $3,365+111.2% | $3,793+87.3% | $2,506+183.5% |
| Participant deferral / active EE | $9,990 | $5,294+88.7% | $6,254+59.8% | $4,310+131.8% |
| Admin fee / account holder | $266 | $148+79.3% | $8,124-96.7% | $188+41.6% |