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 Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,543,380 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $681,444 |
ATLANTA CAPITAL MANAGEMENT4 years Filed as: ATLANTA CAPITAL MANAGEMENT CO,LLC Service code 27 · EIN 58-2236910 | Advisory (Plan) | $547,930 |
INVESCO5+ years Service code 28 · EIN 58-1707262 | Investment Management | $318,776 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $230,487 | $127,218+81.2% | $392,568-41.3% | $77,787+196.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 73.2%+26.7pp |
| Annual return | 20.07% | 25.27%-5.2pp | 24.42%-4.3pp | 32.57%-12.5pp |
| Employer contribution / active EE | $11,737 | $3,064+283.1% | $3,783+210.2% | $2,504+368.6% |
| Participant deferral / active EE | $12,815 | $4,820+165.9% | $5,985+114.1% | $3,967+223.0% |
| Admin fee / account holder | $345 | $89+287.7% | $6,260-94.5% | $100+244.8% |