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) | $24,879 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $23,058 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $17,143 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Direct payment from the plan; Securit... | $9,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,548 | $73,404-39.3% | $87,100-48.9% | $67,579-34.1% |
| Participation rate | 93.4% | 80.9%+12.6pp | 76.9%+16.6pp | 71.3%+22.2pp |
| Annual return | 18.28% | 48.29%-30.0pp | 28.19%-9.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $2,506 | $2,014+24.5% | $2,521-0.6% | $2,148+16.7% |
| Participant deferral / active EE | $2,438 | $3,913-37.7% | $4,049-39.8% | $3,539-31.1% |
| Admin fee / account holder | $118 | $142-16.6% | $7,497-98.4% | $142-17.0% |