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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,503,738 |
CURCIO WEBB2 years Service code 16 · EIN 36-4171366 | Consulting | $19,935 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $7,240 |
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 | $176,692 | $139,268+26.9% | $177,821-0.6% | $106,222+66.3% |
| Participation rate | 94.9% | 91.6%+3.3pp | 87.7%+7.1pp | 70.8%+24.1pp |
| Annual return | 12.48% | 17.20%-4.7pp | 48.32%-35.8pp | 21.69%-9.2pp |
| Employer contribution / active EE | $9,969 | $4,832+106.3% | $5,918+68.4% | $2,723+266.1% |
| Participant deferral / active EE | $9,203 | $7,227+27.3% | $7,714+19.3% | $4,600+100.1% |
| Admin fee / account holder | $41 | $97-57.6% | $12,427-99.7% | $78-47.6% |