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 |
|---|---|---|
BLACKROCK11+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $295,691 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $153,373 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,678 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,203 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,024 | $160,882+49.2% | $200,582+19.7% | $102,872+133.3% |
| Participation rate | 99.2% | 91.2%+8.0pp | 86.9%+12.3pp | 73.0%+26.2pp |
| Annual return | 16.22% | 18.15%-1.9pp | 42.33%-26.1pp | 19.06%-2.8pp |
| Employer contribution / active EE | $9,231 | $5,602+64.8% | $6,419+43.8% | $3,526+161.8% |
| Participant deferral / active EE | $10,696 | $9,300+15.0% | $9,331+14.6% | $5,535+93.3% |
| Admin fee / account holder | $111 | $125-11.2% | $16,305-99.3% | $292-62.1% |