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 |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $296,289 |
CAMBIAR INVESTORS LLC5+ years Service code 28 · EIN 84-0643524 | Investment Management | $65,275 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,320 | $95,776+67.4% | $162,163-1.1% | $77,787+106.1% |
| Participation rate | 82.7% | 88.6%-6.0pp | 87.6%-4.9pp | 73.2%+9.5pp |
| Annual return | 20.12% | 37.03%-16.9pp | 115.59%-95.5pp | 32.57%-12.5pp |
| Employer contribution / active EE | $6,949 | $3,874+79.4% | $5,614+23.8% | $2,504+177.5% |
| Participant deferral / active EE | $7,122 | $6,125+16.3% | $7,298-2.4% | $3,967+79.5% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |