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 |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $341,143 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISERS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $49,160 |
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 | $176,411 | $95,918+83.9% | $151,611+16.4% | $77,904+126.4% |
| Participation rate | 97.8% | 88.7%+9.1pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -15.55% | -5.50%-10.0pp | 3.33%-18.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $8,524 | $4,330+96.8% | $6,166+38.2% | $2,848+199.3% |
| Participant deferral / active EE | $10,185 | $7,508+35.6% | $8,363+21.8% | $4,806+111.9% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |