See peer percentile detail. $4.99 for your first month.
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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 LLC2 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $961,397 |
AON CONSULTING7+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $815,496 |
Service code 49 · EIN 13-6043636 | Other Services | $738,325 |
PFM ADVISORS4 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $693,824 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $353,926 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $292,080 |
RR DONNELLEY7+ years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $133,412 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $28,200 |
PRM CONSULTING GROUP1 year Filed as: PRM CONSULTING GROUP, INC. Service code 16 · EIN 20-3821984 | Consulting | $25,025 |
PORTFOLIO EVALUATIONS, INC.5 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $24,375 |
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 | $332,125 | $52,525+532.3% | $117,472+182.7% | $77,904+326.3% |
| Participation rate | 98.8% | 61.6%+37.3pp | 70.6%+28.2pp | 73.7%+25.2pp |
| Annual return | 6.17% | -13.76%+19.9pp | 29.74%-23.6pp | 12.21%-6.0pp |
| Employer contribution / active EE | $22,239 | $2,166+926.8% | $4,176+432.5% | $2,848+681.0% |
| Participant deferral / active EE | $22,597 | $3,087+632.0% | $4,070+455.2% | $4,806+370.2% |
| Admin fee / account holder | $388 | $99+291.3% | $5,645-93.1% | $133+193.0% |