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 | $1,055,814 |
B BELL/P ROZELLE NFL PLAYER RET PL10+ years Service code 49 · EIN 13-6043636 | Other Services | $853,964 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $797,419 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $487,620 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $479,622 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $366,489 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Direct payment from the plan; Copying... | $254,132 |
US BANK1 year Filed as: US BANCORP ASSET MANAGEMENT, INC. Service code 27 · EIN 41-2003732 | Advisory (Plan) | $209,237 |
CLOUDBERRY CREATIVE, INC.8 years Service code 38 · EIN 27-1271032 | Participant Communication | $35,392 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $31,686 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,609 | $84,030+319.6% | $126,539+178.7% | $102,872+242.8% |
| Participation rate | 98.4% | 58.3%+40.1pp | 69.8%+28.6pp | 73.0%+25.3pp |
| Annual return | 4.81% | 17.79%-13.0pp | 425.95%-421.1pp | 19.06%-14.3pp |
| Employer contribution / active EE | $25,612 | $3,287+679.1% | $3,674+597.1% | $3,526+626.3% |
| Participant deferral / active EE | $23,046 | $3,749+514.8% | $4,083+464.5% | $5,535+316.4% |
| Admin fee / account holder | $397 | $299+32.7% | $6,065-93.5% | $292+35.8% |