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 5-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $179,106 |
ERNST & YOUNG LLP1 year Service code 33 · EIN 34-6565596 | Direct payment from the plan; Securit... | $22,400 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPLE HOLDING COMPANY LLC DBA ALIG Service code 33 · EIN 82-1061233 | Direct payment from the plan; Securit... | $11,000 |
NEPC, LLC4+ years Filed as: NEPC LLC Service code 16 BOX 4110 · WOBURN, MA 018884110 | Consulting | $5,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,324 | $45,382-15.6% | $154,107-75.1% | $75,289-49.1% |
| Participation rate | 64.7% | 65.9%-1.2pp | 83.0%-18.3pp | 72.4%-7.7pp |
| Annual return | -4.70% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,165 | $1,533-24.0% | $5,298-78.0% | $2,405-51.5% |
| Participant deferral / active EE | $2,401 | $2,384+0.7% | $5,081-52.7% | $3,739-35.8% |
| Admin fee / account holder | $126 | $89+41.5% | $13,411-99.1% | $102+23.5% |