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 LLC4 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,575,095 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $611,200 |
ATLANTA CAPITAL MANAGEMENT5 years Filed as: ATLANTA CAPITAL MANAGEMENT CO,LLC Service code 27 · EIN 58-2236910 | Advisory (Plan) | $496,106 |
INVESCO6+ years Service code 28 · EIN 58-1707262 | Investment Management | $318,917 |
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 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 | $277,499 | $143,525+93.3% | $379,746-26.9% | $90,288+207.3% |
| Participation rate | 99.9% | 82.9%+17.0pp | 78.4%+21.5pp | 73.4%+26.6pp |
| Annual return | 14.57% | 18.97%-4.4pp | 34.90%-20.3pp | 53.97%-39.4pp |
| Employer contribution / active EE | $12,994 | $3,201+306.0% | $3,540+267.1% | $2,524+414.8% |
| Participant deferral / active EE | $13,362 | $5,231+155.4% | $6,024+121.8% | $4,232+215.7% |
| Admin fee / account holder | $361 | $100+259.1% | $7,927-95.5% | $114+216.1% |