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 LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,562,537 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $575,275 |
ATLANTA CAPITAL MANAGEMENT8 years Filed as: ATLANTA CAPITAL MANAGEMENT CO,LLC Service code 27 · EIN 58-2236910 | Advisory (Plan) | $479,245 |
INVESCO9+ years Service code 28 · EIN 58-1707262 | Investment Management | $313,414 |
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 | $247,818 | $103,482+139.5% | $130,231+90.3% | $103,482+139.5% |
| Participation rate | 99.9% | 73.3%+26.6pp | 76.3%+23.6pp | 73.3%+26.6pp |
| Annual return | 16.59% | 33.11%-16.5pp | 38.77%-22.2pp | 33.11%-16.5pp |
| Employer contribution / active EE | $12,285 | $3,208+283.0% | $4,126+197.8% | $3,208+283.0% |
| Participant deferral / active EE | $11,898 | $5,207+128.5% | $6,799+75.0% | $5,207+128.5% |
| Admin fee / account holder | $316 | $114+177.1% | $6,020-94.7% | $114+177.1% |