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 LLC5 years Service code 11 · EIN 36-2235791 | Actuarial | $103,755 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $12,000 |
NORTHERN TRUST COMPANY4 years Service code 25 · EIN 36-1561860 | Directed Trustee | $6,445 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -24.82% | -14.09%-10.7pp | 179.55%-204.4pp | -5.25%-19.6pp |
| Employer contribution / active EE | $2,967 | $19,237-84.6% | $24,917-88.1% | $15,166-80.4% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |