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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $138,146 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 49 · EIN 82-1061233 | Other Services | $5,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,690 | $144,996-77.5% | $111,297-70.6% | $93,030-64.9% |
| Participation rate | 81.8% | 86.2%-4.3pp | 77.3%+4.5pp | 73.9%+7.9pp |
| Annual return | 15.02% | 18.26%-3.2pp | 54.65%-39.6pp | 158.70%-143.7pp |
| Employer contribution / active EE | $1,716 | $3,056-43.8% | $2,731-37.2% | $2,706-36.6% |
| Participant deferral / active EE | $1,873 | $5,587-66.5% | $4,487-58.3% | $4,562-58.9% |
| Admin fee / account holder | $62 | $103-39.7% | $7,964-99.2% | $152-58.9% |