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 3-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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $1,527,483 |
FINANCIAL ENGINE ADVISORS, LLC3+ years Service code 16 · EIN 94-3250323 | Consulting | $1,389,822 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $895,375 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $521,437 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT Service code 27 · EIN 23-7236436 | Advisory (Plan) | $511,373 |
ALIGHT SOLUTIONS LLC3+ years Service code 16 · EIN 36-2235791 | Consulting | $65,065 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO. Service code 27 · EIN 04-1867445 | Advisory (Plan) | $40,976 |
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 | $294,747 | $106,408+177.0% | $103,464+184.9% | $106,408+177.0% |
| Participation rate | 97.7% | 69.9%+27.8pp | 80.5%+17.1pp | 69.9%+27.8pp |
| Annual return | 16.19% | 17.37%-1.2pp | 23.91%-7.7pp | 17.37%-1.2pp |
| Employer contribution / active EE | $8,044 | $3,361+139.3% | $4,677+72.0% | $3,361+139.3% |
| Participant deferral / active EE | $13,019 | $5,567+133.9% | $6,624+96.6% | $5,567+133.9% |
| Admin fee / account holder | $181 | $79+129.1% | $9,410-98.1% | $79+129.1% |