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 LLC7 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $190,933 |
CREDIT SUISSE8 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $90,000 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $64,702 |
THOMPSON HINE6 years Service code 15 · EIN 34-0575300 | Recordkeeping | $60,625 |
BUCK GLOBAL, LLC9+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $15,825 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
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 | $330,925 | $112,686+193.7% | $169,993+94.7% | $80,160+312.8% |
| Participation rate | 99.9% | 87.4%+12.5pp | 87.0%+12.9pp | 72.9%+27.0pp |
| Annual return | 20.54% | 67.04%-46.5pp | 53.37%-32.8pp | 40.38%-19.8pp |
| Employer contribution / active EE | $10,492 | $4,481+134.1% | $6,785+54.6% | $2,978+252.3% |
| Participant deferral / active EE | $23,739 | $7,876+201.4% | $10,408+128.1% | $5,017+373.1% |
| Admin fee / account holder | $31 | $99-68.8% | $12,815-99.8% | $145-78.6% |