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 LLC5 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,729,304 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $755,866 |
ATLANTA CAPITAL MANAGEMENT6 years Filed as: ATLANTA CAPITAL MANAGEMENT CO,LLC Service code 27 · EIN 58-2236910 | Advisory (Plan) | $570,580 |
INVESCO7+ years Service code 28 · EIN 58-1707262 | Investment Management | $323,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $289,862 | $164,864+75.8% | $453,369-36.1% | $93,030+211.6% |
| Participation rate | 99.9% | 84.2%+15.7pp | 78.0%+21.9pp | 73.9%+26.0pp |
| Annual return | 11.95% | 17.89%-5.9pp | 64.40%-52.4pp | 158.70%-146.7pp |
| Employer contribution / active EE | $11,696 | $3,519+232.3% | $4,070+187.4% | $2,706+332.3% |
| Participant deferral / active EE | $14,434 | $5,690+153.7% | $6,209+132.5% | $4,562+216.4% |
| Admin fee / account holder | $394 | $104+278.2% | $11,209-96.5% | $152+159.7% |