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 Service code 11 · EIN 36-2235791 | Actuarial | $78,254 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $20,000 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 | Directed Trustee | $10,404 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $765,066-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 8.4%-8.4pp |
| Annual return | 7.78% | 9.54%-1.8pp | 8.31%-0.5pp | 18.34%-10.6pp |
| Employer contribution / active EE | $24,742 | $16,612+48.9% | $21,002+17.8% | $14,665+68.7% |
| Participant deferral / active EE | $0 | $348-100.0% | $224-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $724-100.0% | $9,141-100.0% |