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 LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $67,690 |
BANCO POPULAR DE PUERTO RICO10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $64,451 |
ELI LILLY AND COMPANY10+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $31,590 |
PLANTE & MORAN, PLLC9 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $28,733 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $23,432 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $9,135 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Shareholder servicing fees; Finders' ... | $1,134 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,028 | $112,623+144.2% | $106,213+158.9% | $199,593+37.8% |
| Participation rate | 95.9% | 86.2%+9.6pp | 75.3%+20.6pp | 72.0%+23.9pp |
| Annual return | 21.09% | 15.57%+5.5pp | 116.14%-95.0pp | 34.25%-13.2pp |
| Employer contribution / active EE | $4,652 | $4,575+1.7% | $3,171+46.7% | $3,034+53.3% |
| Participant deferral / active EE | $8,206 | $6,659+23.2% | $5,016+63.6% | $5,087+61.3% |
| Admin fee / account holder | $121 | $107+12.6% | $11,033-98.9% | $269-55.2% |