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 4-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 LLC4+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,460,501 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $125,129 |
BENNETT THRASHER LLP4+ years Service code 10 · EIN 58-1673613 | Accounting | $24,675 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 27 · EIN 52-0556948 | Advisory (Plan) | $11,552 |
Filed as: SMITH, GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 | Legal | $9,634 |
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 | $76,075 | $117,739-35.4% | $107,525-29.2% | $117,739-35.4% |
| Participation rate | 88.6% | 76.6%+12.0pp | 75.1%+13.5pp | 76.6%+12.0pp |
| Annual return | 16.86% | 17.29%-0.4pp | 181.32%-164.5pp | 17.29%-0.4pp |
| Employer contribution / active EE | $2,933 | $3,746-21.7% | $3,754-21.9% | $3,746-21.7% |
| Participant deferral / active EE | $6,211 | $6,128+1.4% | $5,116+21.4% | $6,128+1.4% |
| Admin fee / account holder | $133 | $112+18.8% | $8,919-98.5% | $112+18.8% |