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 Service code 11 · EIN 36-2235791 | Actuarial | $83,292 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $9,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $221,583-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 4.7%-4.7pp |
| Annual return | -7.56% | -4.38%-3.2pp | -6.55%-1.0pp | -0.69%-6.9pp |
| Employer contribution / active EE | $0 | $18,756-100.0% | $21,653-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $720-100.0% | $160-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,920-100.0% | $124-100.0% |