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 Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $999,517 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $35,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 37 · EIN 82-1061233 | Loan Processing | $18,650 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $12,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,721 | $129,756+57.0% | $169,993+19.8% | $103,482+96.9% |
| Participation rate | 99.2% | 91.3%+7.9pp | 87.0%+12.2pp | 73.3%+25.9pp |
| Annual return | 17.69% | 20.17%-2.5pp | 53.37%-35.7pp | 33.11%-15.4pp |
| Employer contribution / active EE | $13,271 | $5,236+153.5% | $6,785+95.6% | $3,208+313.7% |
| Participant deferral / active EE | $12,658 | $8,283+52.8% | $10,408+21.6% | $5,207+143.1% |
| Admin fee / account holder | $57 | $73-22.0% | $12,815-99.6% | $114-50.2% |