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 13 · EIN 82-1061233 | Contract Administrator | $1,073,388 |
MATRIX TRUST COMPANY4+ years Service code 25 · EIN 33-1151291 | Directed Trustee | $211,261 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $104,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,978 | $57,150+25.9% | $93,606-23.1% | $106,382-32.3% |
| Participation rate | 60.2% | 49.1%+11.1pp | 68.7%-8.5pp | 69.9%-9.7pp |
| Annual return | 14.25% | 15.81%-1.6pp | 133.20%-118.9pp | 17.37%-3.1pp |
| Employer contribution / active EE | $1,930 | $1,015+90.1% | $2,420-20.2% | $3,364-42.6% |
| Participant deferral / active EE | $2,220 | $1,853+19.8% | $4,411-49.7% | $5,569-60.1% |
| Admin fee / account holder | $112 | $64+73.7% | $8,285-98.7% | $79+41.0% |