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 LLC8 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $181,692 |
JOE HUBER1 year Service code 16 · EIN 14-4367883 | Consulting | $100,055 |
THOMPSON HINE7 years Service code 29 · EIN 34-0575300 | Legal | $71,513 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $68,744 |
BUCK GLOBAL, LLC10+ years Filed as: BUCK CONSULTANTS Service code 16 · EIN 13-3954297 | Consulting | $15,825 |
MCLAGAN PARTNERS, INC.1 year Service code 16 · EIN 13-3975524 | Consulting | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $496,532 | $201,272+146.7% | $184,203+169.6% | $145,922+240.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 16.42% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,680,289 | $7,022+38071.4% | $6,427+41603.2% | $4,660+57421.8% |
| Participant deferral / active EE | $6,533,758 | $9,806+66531.3% | $9,131+71453.4% | $6,688+97598.1% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |