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 LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 16 · EIN 82-1061233 | Consulting | $304,025 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $155,091 |
Service code 37 · EIN 04-2647786 | Loan Processing | $90,856 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,384 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,700 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $9,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,176 | $104,631-10.9% | $98,439-5.3% | $80,160+16.2% |
| Participation rate | 95.4% | 87.5%+7.9pp | 75.2%+20.2pp | 72.9%+22.5pp |
| Annual return | 15.91% | 34.72%-18.8pp | 21.16%-5.3pp | 40.38%-24.5pp |
| Employer contribution / active EE | $4,023 | $4,517-10.9% | $3,048+32.0% | $2,978+35.1% |
| Participant deferral / active EE | $6,238 | $6,545-4.7% | $4,738+31.7% | $5,017+24.3% |
| Admin fee / account holder | $103 | $105-1.7% | $8,948-98.8% | $145-28.9% |