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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $19,252 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $11,221 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,166 | $76,367+74.4% | $93,606+42.3% | $72,985+82.5% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.5%+21.4pp |
| Annual return | 17.37% | 25.82%-8.4pp | 32.76%-15.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $13,270 | $2,275+483.2% | $2,718+388.2% | $2,440+443.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $56 | $6,838-99.2% | $7,888-99.3% | $5,124-98.9% |