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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $13,217 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $8,575 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,431 | $81,208+54.5% | $98,907+26.8% | $79,858+57.1% |
| Participation rate | 73.2% | 72.5%+0.7pp | 76.0%-2.9pp | 69.6%+3.5pp |
| Annual return | 13.32% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,348 | $1,960-31.2% | $2,689-49.9% | $2,471-45.5% |
| Participant deferral / active EE | $5,271 | $3,265+61.4% | $4,244+24.2% | $3,740+40.9% |
| Admin fee / account holder | $57 | $6,013-99.0% | $6,642-99.1% | $5,306-98.9% |