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 COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,267 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $162,166 | $94,625+71.4% | $116,228+39.5% | $84,808+91.2% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.6%-18.3pp | 68.3%-12.1pp |
| Annual return | 3.73% | 20.40%-16.7pp | 90.06%-86.3pp | 40.90%-37.2pp |
| Employer contribution / active EE | $2,338 | $2,347-0.3% | $2,994-21.9% | $2,631-11.1% |
| Participant deferral / active EE | $9,622 | $3,972+142.3% | $4,953+94.3% | $4,212+128.5% |
| Admin fee / account holder | $100 | $10,091-99.0% | $11,989-99.2% | $7,344-98.6% |