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 Service code 15 · EIN 82-1061233 | Recordkeeping | $801,426 |
SEI INVESTMENTS2+ years Service code 28 · EIN 23-1707341 | Investment Management | $198,764 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $117,068 |
AON CONSULTING2+ years Filed as: AON INVESTMENTS USA INC Service code 28 ONE LIBERTY PLAZA 165 BROADWAY · NEW YORK, NY 10006 | Investment Management | $76,156 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 81-4017137 | Securities Custodian | $60,549 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK MELLON CORP Service code 28 · EIN 13-5160382 | Investment Management | $48,259 |
USI CONSULTING GROUP1 year Service code 13 GLASTONBURY BLVD · GLASTONBURY, CT 060334417 | Contract Administrator | $5,185 |
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.
Employer contribution per participant 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 | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 10.48% | 9.22%+1.3pp | 8.40%+2.1pp | 9.22%+1.3pp |
| Employer contribution / active EE | $310 | $13,567-97.7% | $39,312-99.2% | $13,567-97.7% |
| Participant deferral / active EE | $0 | $575-100.0% | $131-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |