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 LLC4 years Filed as: ALLIGHT Service code 11 · EIN 36-2235791 | Actuarial | $1,006,588 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $147,635 |
BLACKROCK6 years Filed as: BLACKROCK CORP Service code 51 · EIN 30-0587659 | Investment Mgmt Fees | $116,332 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $21,000 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $765,066-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 3.6%-3.6pp |
| Annual return | 6.24% | 10.20%-4.0pp | 8.31%-2.1pp | 11.84%-5.6pp |
| Employer contribution / active EE | $0 | $17,545-100.0% | $21,002-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $724-100.0% | $409-100.0% |