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 LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,064 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $7,700 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $2,324 |
Service code 26 30 ROCKFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $1,607 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,077 |
Filed as: PRINCIPAL SMALL CAP SELECT Service code 28 801 GRAND AVENUE · DES MOINES, IA 50309 | Investment Management | $1,003 |
BOSTON PARTNERS7 years Service code 28 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,292 | $130,194+7.8% | $169,993-17.5% | $71,457+96.3% |
| Participation rate | 66.1% | 86.1%-20.1pp | 87.0%-20.9pp | 67.9%-1.9pp |
| Annual return | 16.14% | 20.37%-4.2pp | 53.37%-37.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $4,975 | $4,381+13.6% | $6,785-26.7% | $2,588+92.3% |
| Participant deferral / active EE | $6,180 | $6,923-10.7% | $10,408-40.6% | $4,289+44.1% |
| Admin fee / account holder | $108 | $966-88.8% | $12,815-99.2% | $1,587-93.2% |