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 LLC8 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,544,469 |
ATLANTA CAPITAL MANAGEMENT9 years Filed as: ATLANTA CAPITAL MANAGEMENT CO,LLC Service code 27 · EIN 58-2236910 | Advisory (Plan) | $524,162 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $460,468 |
INVESCO10+ years Service code 28 · EIN 58-1707262 | Investment Management | $300,206 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $133,218 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $18,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $269,937 | $99,062+172.5% | $136,007+98.5% | $99,062+172.5% |
| Participation rate | 99.7% | 71.6%+28.1pp | 76.5%+23.3pp | 71.6%+28.1pp |
| Annual return | 13.55% | 17.66%-4.1pp | 579.32%-565.8pp | 17.66%-4.1pp |
| Employer contribution / active EE | $12,416 | $3,262+280.6% | $4,217+194.5% | $3,262+280.6% |
| Participant deferral / active EE | $12,203 | $5,331+128.9% | $7,025+73.7% | $5,331+128.9% |
| Admin fee / account holder | $325 | $109+198.6% | $6,858-95.3% | $109+198.6% |