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 9-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 |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $454,929 |
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $402,243 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $246,367 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $181,965 |
DUGAN & LOPATKA7 years Service code 10 · EIN 36-2886485 | Accounting | $18,000 |
See 1 actuary disclosure. $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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,224-100.0% | $541,860-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 33.3%-33.3pp | 2.1%-2.1pp |
| Annual return | 3.87% | 9.16%-5.3pp | 7.71%-3.8pp | 9.16%-5.3pp |
| Employer contribution / active EE | $0 | $19,955-100.0% | $39,519-100.0% | $19,955-100.0% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $120-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $47,135-100.0% | $200-100.0% |