See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $7,419,241 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $568,039 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $121,625 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 63 | 12b-1 Fees | $13,200 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $9,697 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $2,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,489 | $97,018+58.2% | $149,696+2.5% | $106,222+44.5% |
| Participation rate | 91.9% | 67.0%+24.9pp | 82.5%+9.4pp | 70.8%+21.1pp |
| Annual return | 18.96% | 24.13%-5.2pp | 276.60%-257.6pp | 21.69%-2.7pp |
| Employer contribution / active EE | $5,446 | $2,520+116.1% | $4,644+17.3% | $2,723+100.0% |
| Participant deferral / active EE | $10,293 | $5,988+71.9% | $6,842+50.4% | $4,600+123.8% |
| Admin fee / account holder | $98 | $72+36.1% | $9,309-98.9% | $78+25.1% |