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 8-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $166,822 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $153,685 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 28 · EIN 23-1159630 | Investment Management | $149,416 |
AON CONSULTING7 years Filed as: AON TRUST Service code 21 · EIN 36-2235791 | Bank Trustee | $104,706 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUM Service code 10 506 CARNEGIE CENTER, SUITE 400 · PRINCETON, NJ 08540 | Accounting | $40,248 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,535 | $110,299+2.0% | $102,423+9.9% | $199,593-43.6% |
| Participation rate | 98.0% | 86.3%+11.7pp | 76.5%+21.5pp | 72.0%+26.0pp |
| Annual return | 13.40% | 35.73%-22.3pp | 29.32%-15.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $6,042 | $3,603+67.7% | $3,023+99.9% | $3,034+99.1% |
| Participant deferral / active EE | $8,721 | $6,376+36.8% | $5,053+72.6% | $5,087+71.4% |
| Admin fee / account holder | $233 | $122+90.9% | $9,451-97.5% | $269-13.2% |