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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,184 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $12,725 |
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 | $134,406 | $73,004+84.1% | $90,749+48.1% | $68,494+96.2% |
| Participation rate | 94.4% | 70.8%+23.6pp | 75.7%+18.8pp | 67.9%+26.6pp |
| Annual return | -10.73% | -13.81%+3.1pp | -12.16%+1.4pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,798 | $2,193-18.0% | $2,921-38.4% | $2,596-30.7% |
| Participant deferral / active EE | $7,395 | $3,627+103.9% | $4,564+62.0% | $4,027+83.6% |
| Admin fee / account holder | $91 | $5,896-98.4% | $8,445-98.9% | $5,403-98.3% |