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 LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $14,489 |
STRATEGIC BENEFIT ADVISORS8+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $6,172 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $5,628 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,968 | $71,883-34.7% | $86,677-45.8% | $68,494-31.4% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -14.05% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,303 | $2,173-40.0% | $2,836-54.0% | $2,596-49.8% |
| Participant deferral / active EE | $1,983 | $3,779-47.5% | $4,656-57.4% | $4,027-50.8% |
| Admin fee / account holder | $80 | $6,112-98.7% | $7,493-98.9% | $5,403-98.5% |