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 4-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 Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,270,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $22,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,324 | $64,975-8.7% | $97,226-39.0% | $106,382-44.2% |
| Participation rate | 41.8% | 45.4%-3.6pp | 72.7%-30.9pp | 69.9%-28.1pp |
| Annual return | 11.02% | 15.21%-4.2pp | 75.13%-64.1pp | 17.37%-6.4pp |
| Employer contribution / active EE | $788 | $1,126-30.0% | $2,729-71.1% | $3,364-76.6% |
| Participant deferral / active EE | $1,338 | $2,466-45.7% | $4,264-68.6% | $5,569-76.0% |
| Admin fee / account holder | $35 | $69-49.5% | $5,654-99.4% | $79-56.3% |