See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK9+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $338,668 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $113,990 |
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 | $197,284 | $112,686+75.1% | $169,993+16.1% | $80,160+146.1% |
| Participation rate | 97.3% | 87.4%+9.9pp | 87.0%+10.3pp | 72.9%+24.4pp |
| Annual return | 17.43% | 67.04%-49.6pp | 53.37%-35.9pp | 40.38%-23.0pp |
| Employer contribution / active EE | $6,811 | $4,481+52.0% | $6,785+0.4% | $2,978+128.7% |
| Participant deferral / active EE | $9,993 | $7,876+26.9% | $10,408-4.0% | $5,017+99.2% |
| Admin fee / account holder | $106 | $99+6.5% | $12,815-99.2% | $145-27.2% |