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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,156,908 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $10,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,444 | $143,889+42.8% | $189,513+8.4% | $106,520+92.9% |
| Participation rate | 99.2% | 89.1%+10.1pp | 87.8%+11.4pp | 71.3%+27.9pp |
| Annual return | 18.50% | 17.38%+1.1pp | 555.15%-536.7pp | 19.28%-0.8pp |
| Employer contribution / active EE | $11,181 | $4,416+153.2% | $6,162+81.5% | $2,840+293.6% |
| Participant deferral / active EE | $10,427 | $7,575+37.6% | $8,221+26.8% | $4,948+110.7% |
| Admin fee / account holder | $59 | $98-40.2% | $12,045-99.5% | $75-21.2% |