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 COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,085 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $12,789 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,600 | $79,944+74.6% | $98,439+41.8% | $75,163+85.7% |
| Participation rate | 72.5% | 70.4%+2.1pp | 75.2%-2.7pp | 67.2%+5.3pp |
| Annual return | 9.29% | 19.75%-10.5pp | 21.16%-11.9pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,687 | $2,264-25.5% | $3,048-44.7% | $2,670-36.8% |
| Participant deferral / active EE | $6,870 | $3,752+83.1% | $4,738+45.0% | $4,125+66.5% |
| Admin fee / account holder | $94 | $6,840-98.6% | $8,948-98.9% | $5,651-98.3% |