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 | $14,441 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $10,104 |
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 | $110,190 | $76,367+44.3% | $93,606+17.7% | $72,985+51.0% |
| Participation rate | 35.9% | 71.7%-35.8pp | 75.8%-39.9pp | 69.5%-33.6pp |
| Annual return | 29.28% | 25.82%+3.5pp | 32.76%-3.5pp | 81.00%-51.7pp |
| Employer contribution / active EE | $1,445 | $2,275-36.5% | $2,718-46.8% | $2,440-40.8% |
| Participant deferral / active EE | $5,405 | $3,538+52.8% | $4,069+32.8% | $3,607+49.8% |
| Admin fee / account holder | $62 | $6,838-99.1% | $7,888-99.2% | $5,124-98.8% |