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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $183,891 |
SEI INVESTMENTS2+ years Service code 28 · EIN 23-1707341 | Investment Management | $128,850 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $77,211 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 ONE LIBERTY PLAZA 165 BROADWAY · NEW YORK, NY 10006 | Investment Management | $30,314 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 81-4017137 | Securities Custodian | $7,791 |
USI CONSULTING GROUP2+ years Service code 11 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334417 | Actuarial | $5,033 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $541,860-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 33.3%-33.3pp | 2.1%-2.1pp |
| Annual return | 9.32% | 9.16%+0.2pp | 7.71%+1.6pp | 9.16%+0.2pp |
| Employer contribution / active EE | $0 | $19,955-100.0% | $39,519-100.0% | $19,955-100.0% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $120-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $47,135-100.0% | $200-100.0% |