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 LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $7,277,390 |
Filed as: MERRILL LYNCH,PIERCE,FENNER&SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $478,424 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $175,028 |
THE BANK OF NEW YORK MELLON10+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $33,731 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $24,945 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $24,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,971 | $128,169+52.9% | $147,005+33.3% | $106,408+84.2% |
| Participation rate | 94.5% | 67.3%+27.2pp | 82.2%+12.3pp | 69.9%+24.6pp |
| Annual return | 23.49% | 17.88%+5.6pp | 418.76%-395.3pp | 17.37%+6.1pp |
| Employer contribution / active EE | $6,335 | $3,374+87.7% | $4,934+28.4% | $3,361+88.5% |
| Participant deferral / active EE | $12,245 | $7,665+59.8% | $8,070+51.7% | $5,567+120.0% |
| Admin fee / account holder | $82 | $88-6.4% | $13,006-99.4% | $79+4.1% |