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 LLC6 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,854,794 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $572,626 |
ATLANTA CAPITAL MANAGEMENT7 years Filed as: ATLANTA CAPITAL MANAGEMENT CO,LLC Service code 27 · EIN 58-2236910 | Advisory (Plan) | $515,193 |
INVESCO8+ years Service code 28 · EIN 58-1707262 | Investment Management | $318,687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,446 | $140,190+62.2% | $115,756+96.5% | $77,904+192.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.1%+22.9pp | 73.7%+26.3pp |
| Annual return | -16.30% | -13.46%-2.8pp | 143.14%-159.4pp | 12.21%-28.5pp |
| Employer contribution / active EE | $11,921 | $3,169+276.2% | $3,793+214.3% | $2,848+318.6% |
| Participant deferral / active EE | $14,094 | $5,401+161.0% | $6,254+125.4% | $4,806+193.3% |
| Admin fee / account holder | $365 | $138+163.6% | $8,124-95.5% | $133+175.4% |