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 LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $7,890 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $5,672 |
STRATEGIC BENEFIT ADVISORS10+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $5,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,526 | $86,929-24.6% | $102,423-36.0% | $80,856-19.0% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.5pp |
| Annual return | 11.14% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,738 | $2,369-26.6% | $3,023-42.5% | $2,755-36.9% |
| Participant deferral / active EE | $2,416 | $4,118-41.3% | $5,053-52.2% | $4,296-43.8% |
| Admin fee / account holder | $94 | $8,049-98.8% | $9,451-99.0% | $6,918-98.6% |