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: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $683,984 |
CREDIT SUISSE6 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $312,000 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $187,800 |
THOMPSON HINE4 years Service code 15 · EIN 34-0575300 | Recordkeeping | $72,147 |
Service code 10 · EIN 13-4008324 | Accounting | $55,000 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $45,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,287 | $136,780+166.3% | $189,513+92.2% | $101,517+258.8% |
| Participation rate | 98.8% | 90.9%+8.0pp | 87.8%+11.0pp | 74.6%+24.3pp |
| Annual return | 16.92% | 37.00%-20.1pp | 555.15%-538.2pp | 21.00%-4.1pp |
| Employer contribution / active EE | $7,797 | $4,857+60.5% | $6,162+26.5% | $2,973+162.2% |
| Participant deferral / active EE | $18,743 | $7,572+147.5% | $8,221+128.0% | $4,873+284.6% |
| Admin fee / account holder | $68 | $64+5.3% | $12,045-99.4% | $139-51.6% |