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 LLC1 year Filed as: TEMPO HOLDING COMPANY, LLC (ALIGHT) Service code 15 · EIN 82-1061233 | Recordkeeping | $58,409 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $40,302 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management; Investment man... | $12,495 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $10,838 |
Service code 25 · EIN 13-5160382 | Directed Trustee | $9,331 |
3M COMPANY7+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $7,585 |
DOUBLELINE CAPITAL LP4 years Service code 28 · EIN 30-0596331 | Investment Management | $6,051 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $3,752 |
Filed as: CHARLES SCHWAB & CO., INC. & AFFILI Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,195 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,501 | $144,996-12.1% | $111,297+14.6% | $93,030+37.1% |
| Participation rate | 96.4% | 86.2%+10.3pp | 77.3%+19.1pp | 73.9%+22.5pp |
| Annual return | 10.83% | 18.26%-7.4pp | 54.65%-43.8pp | 158.70%-147.9pp |
| Employer contribution / active EE | $2,391 | $3,056-21.7% | $2,731-12.4% | $2,706-11.6% |
| Participant deferral / active EE | $7,040 | $5,587+26.0% | $4,487+56.9% | $4,562+54.3% |
| Admin fee / account holder | $62 | $103-39.8% | $7,964-99.2% | $152-59.0% |