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 10-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 SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $21,899 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $16,748 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,649 | $35,485+380.9% | $74,550+128.9% | $55,725+206.2% |
| Participation rate | 95.7% | 62.5%+33.1pp | 69.1%+26.5pp | 70.9%+24.8pp |
| Annual return | -4.42% | 0.72%-5.1pp | 32.53%-37.0pp | 244.93%-249.4pp |
| Employer contribution / active EE | $643 | $777-17.2% | $1,961-67.2% | $2,078-69.0% |
| Participant deferral / active EE | $10,078 | $2,181+362.1% | $3,108+224.3% | $3,356+200.3% |
| Admin fee / account holder | $50 | $114-56.1% | $5,060-99.0% | $115-56.5% |