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 |
|---|---|---|
CREDIT SUISSE5 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $584,084 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $196,271 |
THOMPSON HINE3 years Service code 15 · EIN 34-0575300 | Recordkeeping | $91,065 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $38,500 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $21,000 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $3,391 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $319,842 | $122,602+160.9% | $177,821+79.9% | $93,223+243.1% |
| Participation rate | 99.5% | 91.3%+8.2pp | 87.7%+11.8pp | 74.9%+24.6pp |
| Annual return | 20.28% | 22.53%-2.2pp | 48.32%-28.0pp | 19.29%+1.0pp |
| Employer contribution / active EE | $8,021 | $4,338+84.9% | $5,918+35.5% | $2,680+199.3% |
| Participant deferral / active EE | $17,510 | $7,134+145.5% | $7,714+127.0% | $4,563+283.7% |
| Admin fee / account holder | $71 | $62+15.3% | $12,427-99.4% | $79-10.3% |