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 COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,234 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $12,506 |
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 | $155,681 | $87,013+78.9% | $106,213+46.6% | $80,856+92.5% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 15.90% | 17.05%-1.2pp | 116.14%-100.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,120 | $2,395-11.5% | $3,171-33.2% | $2,755-23.0% |
| Participant deferral / active EE | $8,758 | $3,986+119.7% | $5,016+74.6% | $4,296+103.9% |
| Admin fee / account holder | $97 | $8,431-98.9% | $11,033-99.1% | $6,918-98.6% |