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 Service code 15 · EIN 82-1061233 | Recordkeeping | $1,829,512 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $664,258 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 · EIN 48-1140940 | Investment Management | $628,395 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $341,903 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $288,017 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $109,465 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $85,000 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -5.27% | 8.48%-13.7pp | 9.14%-14.4pp | 8.48%-13.7pp |
| Employer contribution / active EE | $25,316 | $9,949+154.5% | $40,544-37.6% | $9,949+154.5% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |