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 6-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 LLC6+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,022,283 |
ARROWSTREET CAPITAL3 years Service code 28 · EIN 04-3472863 | Investment Management | $785,238 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $670,737 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 180 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $536,444 |
INVESCO6+ years Filed as: INVESCO TRUST COMPANY Service code 21 · EIN 46-3793325 | Bank Trustee | $381,572 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT LLC Service code 28 · EIN 95-4871957 | Investment Management | $333,254 |
SCHRODER INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 13-4064414 | Investment Management | $293,685 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $269,457 |
NEPC, LLC5 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $199,588 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $153,824 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,014 | $140,769+104.6% | $100,534+186.5% | $140,769+104.6% |
| Participation rate | 98.6% | 74.2%+24.5pp | 80.6%+18.0pp | 74.2%+24.5pp |
| Annual return | 16.21% | 16.82%-0.6pp | 32.66%-16.4pp | 16.82%-0.6pp |
| Employer contribution / active EE | $8,522 | $3,906+118.2% | $4,346+96.1% | $3,906+118.2% |
| Participant deferral / active EE | $12,927 | $6,717+92.5% | $6,144+110.4% | $6,717+92.5% |
| Admin fee / account holder | $318 | $229+38.8% | $7,654-95.8% | $229+38.8% |