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 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $758,384 |
MCKINSEY & COMPANY INC.10+ years Service code 14 · EIN 13-1826332 175 GREENWICH STREET · NEW YORK, NY 10017 | Plan Administrator | $329,470 |
MEKETA INVESTMENT GROUP8 years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $149,443 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $76,900 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $35,603 |
SC STONE CONSULTING5 years Service code 16 · EIN 84-3456753 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $31,298 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 240 GREENWICH STREET · NEW YORK, NY 10286 | Custodial (other than securities); Di... | $30,716 |
MERCER3 years Service code 17 · EIN 13-2834414 | Pension Consulting | $18,250 |
JAMES A. REICHERT1 year Filed as: JAMES FARRELL Service code 20 175 GREENWICH STREET · NEW YORK, NY 10007 | Direct payment from the plan; Trustee... | $9,762 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,750 | $128,169-40.1% | $147,005-47.8% | $106,408-27.9% |
| Participation rate | 92.3% | 67.3%+25.0pp | 82.2%+10.2pp | 69.9%+22.4pp |
| Annual return | 6.17% | 17.88%-11.7pp | 418.76%-412.6pp | 17.37%-11.2pp |
| Employer contribution / active EE | $10,197 | $3,374+202.2% | $4,934+106.7% | $3,361+203.4% |
| Participant deferral / active EE | $0 | $7,665-100.0% | $8,070-100.0% | $5,567-100.0% |
| Admin fee / account holder | $45 | $88-48.8% | $13,006-99.7% | $79-43.0% |