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 7-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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $471,582 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $172,545 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $17,700 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Securities brokerage | $3,934 |
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 | $71,751 | $136,266-47.3% | $90,749-20.9% | $77,904-7.9% |
| Participation rate | 95.4% | 86.6%+8.7pp | 75.7%+19.7pp | 73.7%+21.7pp |
| Annual return | -15.22% | -11.32%-3.9pp | -12.16%-3.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $4,090 | $4,215-3.0% | $2,921+40.0% | $2,848+43.6% |
| Participant deferral / active EE | $6,068 | $6,353-4.5% | $4,564+33.0% | $4,806+26.3% |
| Admin fee / account holder | $87 | $399-78.2% | $8,445-99.0% | $133-34.6% |