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 Service code 15 · EIN 82-1061233 | Recordkeeping | $642,692 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $91,120 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,437 | $96,807-56.2% | $164,813-74.3% | $106,382-60.1% |
| Participation rate | 88.6% | 79.1%+9.5pp | 78.6%+10.0pp | 69.9%+18.8pp |
| Annual return | 12.47% | 17.39%-4.9pp | 69.93%-57.5pp | 17.37%-4.9pp |
| Employer contribution / active EE | $1,836 | $2,888-36.4% | $4,341-57.7% | $3,364-45.4% |
| Participant deferral / active EE | $4,634 | $5,055-8.3% | $6,031-23.2% | $5,569-16.8% |
| Admin fee / account holder | $56 | $66-14.5% | $12,690-99.6% | $79-29.1% |