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 Service code 15 · EIN 82-1061233 | Recordkeeping | $30,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,808 | $105,247-16.6% | $87,100+0.8% | $77,787+12.9% |
| Participation rate | 89.7% | 85.8%+4.0pp | 76.9%+12.9pp | 73.2%+16.5pp |
| Annual return | 14.78% | 24.52%-9.7pp | 28.19%-13.4pp | 32.57%-17.8pp |
| Employer contribution / active EE | $2,369 | $2,895-18.2% | $2,521-6.0% | $2,504-5.4% |
| Participant deferral / active EE | $4,655 | $5,060-8.0% | $4,049+15.0% | $3,967+17.3% |
| Admin fee / account holder | $8 | $104-92.3% | $7,497-99.9% | $100-92.0% |