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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $874,387 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $29,500 |
OGLETREE DEAKINS5 years Service code 29 · EIN 57-1044820 | Legal | $21,574 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $11,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,497 | $128,056-44.9% | $146,958-52.0% | $106,382-33.7% |
| Participation rate | 60.7% | 67.2%-6.5pp | 82.2%-21.5pp | 69.9%-9.2pp |
| Annual return | 16.95% | 17.89%-0.9pp | 418.34%-401.4pp | 17.37%-0.4pp |
| Employer contribution / active EE | $2,488 | $3,384-26.5% | $4,933-49.6% | $3,364-26.0% |
| Participant deferral / active EE | $6,969 | $7,674-9.2% | $8,070-13.6% | $5,569+25.1% |
| Admin fee / account holder | $78 | $89-11.4% | $12,998-99.4% | $79-0.9% |