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 LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,240,741 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $474,473 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 26 · EIN 36-3109431 | Advisory (Participants) | $65,971 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $12,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,544 | $145,516+55.0% | $184,203+22.4% | $99,062+127.7% |
| Participation rate | 99.0% | 90.3%+8.7pp | 86.8%+12.2pp | 71.6%+27.4pp |
| Annual return | 15.60% | 21.23%-5.6pp | 28.81%-13.2pp | 17.66%-2.1pp |
| Employer contribution / active EE | $17,002 | $5,354+217.5% | $6,427+164.5% | $3,262+421.2% |
| Participant deferral / active EE | $16,193 | $8,423+92.2% | $9,131+77.3% | $5,331+203.7% |
| Admin fee / account holder | $133 | $78+70.9% | $13,901-99.0% | $109+21.8% |