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 Service code 15 · EIN 82-1061233 | Recordkeeping | $72,167 |
BANCO POPULAR DE PUERTO RICO5+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $40,215 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $25,947 |
ELI LILLY AND COMPANY5+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $21,804 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $20,069 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $5,560 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Secur... | $0 |
Annual investment return 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 | $157,785 | $96,403+63.7% | $93,606+68.6% | $77,787+102.8% |
| Participation rate | 96.6% | 87.6%+8.9pp | 75.8%+20.7pp | 73.2%+23.3pp |
| Annual return | 17.59% | 39.36%-21.8pp | 32.76%-15.2pp | 32.57%-15.0pp |
| Employer contribution / active EE | $4,115 | $3,616+13.8% | $2,718+51.4% | $2,504+64.3% |
| Participant deferral / active EE | $7,439 | $5,341+39.3% | $4,069+82.8% | $3,967+87.5% |
| Admin fee / account holder | $121 | $90+35.3% | $7,888-98.5% | $100+21.0% |