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 Service code 15 · EIN 82-1061233 | Recordkeeping | $14,308 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $12,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,948 | $61,660+34.5% | $80,019+3.7% | $64,186+29.2% |
| Participation rate | 17.1% | 71.7%-54.6pp | 75.8%-58.8pp | 69.6%-52.5pp |
| Annual return | -1.59% | -0.33%-1.3pp | 11.22%-12.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,348 | $1,810-25.6% | $2,468-45.4% | $2,381-43.4% |
| Participant deferral / active EE | $5,243 | $2,968+76.7% | $3,686+42.3% | $3,470+51.1% |
| Admin fee / account holder | $64 | $5,417-98.8% | $6,521-99.0% | $4,888-98.7% |