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 Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $404,644 |
B BELL/P ROZELLE NFL PLAYER RET PL10+ years Service code 49 · EIN 13-6043636 | Other Services | $342,291 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $212,161 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $115,317 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $99,399 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Copying and duplicating; Direct payme... | $92,898 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $77,702 |
US BANK1 year Filed as: US BANCORP ASSET MANAGEMENT, INC. Service code 27 · EIN 41-2003732 | Advisory (Plan) | $35,563 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $17,416 |
CLOUDBERRY CREATIVE, INC.8 years Service code 38 · EIN 27-1271032 | Participant Communication | $15,731 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,325 | $84,030+65.8% | $126,539+10.1% | $102,872+35.4% |
| Participation rate | 74.2% | 58.3%+15.9pp | 69.8%+4.4pp | 73.0%+1.2pp |
| Annual return | 5.12% | 17.79%-12.7pp | 425.95%-420.8pp | 19.06%-13.9pp |
| Employer contribution / active EE | $23,752 | $3,287+622.5% | $3,674+546.5% | $3,526+573.6% |
| Participant deferral / active EE | $0 | $3,749-100.0% | $4,083-100.0% | $5,535-100.0% |
| Admin fee / account holder | $280 | $299-6.5% | $6,065-95.4% | $292-4.2% |