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 7-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $492,649 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $172,914 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $11,640 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Securities brokerage | $10,899 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,389 | $114,195-24.3% | $106,548-18.9% | $93,030-7.1% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.1%+21.3pp | 73.9%+23.5pp |
| Annual return | 12.97% | 22.18%-9.2pp | 26.80%-13.8pp | 158.70%-145.7pp |
| Employer contribution / active EE | $4,152 | $4,009+3.6% | $2,819+47.3% | $2,706+53.4% |
| Participant deferral / active EE | $5,865 | $5,908-0.7% | $4,398+33.3% | $4,562+28.5% |
| Admin fee / account holder | $89 | $105-14.7% | $7,407-98.8% | $152-41.1% |