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 LLC1 year Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $969,354 |
Service code 49 · EIN 13-6043636 | Other Services | $671,738 |
AON CONSULTING6+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $635,715 |
PFM ADVISORS3 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $565,259 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $350,353 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $348,471 |
RR DONNELLEY6+ years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $215,648 |
CLOUDBERRY CREATIVE, INC.4 years Service code 38 · EIN 27-1271032 | Participant Communication | $39,300 |
RDA CORPORATION4 years Service code 49 · EIN 51-0307421 | Other Services | $30,250 |
Service code 10 · EIN 52-1854049 | Accounting | $28,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $319,640 | $62,943+407.8% | $142,863+123.7% | $93,030+243.6% |
| Participation rate | 97.9% | 63.3%+34.6pp | 71.9%+26.0pp | 73.9%+24.0pp |
| Annual return | 51.08% | 16.28%+34.8pp | 5637.54%-5586.5pp | 158.70%-107.6pp |
| Employer contribution / active EE | $1,389 | $1,374+1.1% | $4,144-66.5% | $2,706-48.7% |
| Participant deferral / active EE | $18,340 | $2,841+545.5% | $3,837+378.0% | $4,562+302.0% |
| Admin fee / account holder | $382 | $103+271.9% | $6,560-94.2% | $152+151.9% |