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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,495,258 |
BLACKROCK1+ years Service code 28 50 HUDSON YARDS · NEW YORK, NY 10055 | Investment Management | $424,590 |
MERCER1+ years Service code 50 · EIN 20-1932099 | Direct Payment | $54,000 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 | Accounting | $23,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,954 | $68,330-45.9% | $149,673-75.3% | $96,393-61.7% |
| Participation rate | 99.5% | 74.6%+24.9pp | 78.8%+20.8pp | 71.3%+28.3pp |
| Annual return | 18.98% | 29.64%-10.7pp | 134.42%-115.4pp | 22.88%-3.9pp |
| Employer contribution / active EE | $3,649 | $2,139+70.5% | $4,818-24.3% | $3,238+12.7% |
| Participant deferral / active EE | $5,747 | $4,422+30.0% | $5,680+1.2% | $5,455+5.4% |
| Admin fee / account holder | $50 | $52-3.1% | $13,210-99.6% | $74-31.8% |