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 |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $319,475 |
ALIGHT SOLUTIONS LLC4 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 | $187,736 | $110,699+69.6% | $177,821+5.6% | $90,288+107.9% |
| Participation rate | 98.9% | 88.3%+10.6pp | 87.7%+11.2pp | 73.4%+25.6pp |
| Annual return | 14.65% | 22.79%-8.1pp | 48.32%-33.7pp | 53.97%-39.3pp |
| Employer contribution / active EE | $8,666 | $4,118+110.4% | $5,918+46.4% | $2,524+243.3% |
| Participant deferral / active EE | $9,016 | $6,731+33.9% | $7,714+16.9% | $4,232+113.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |