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 LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $82,425 |
BANCO POPULAR DE PUERTO RICO6+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $35,008 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $25,321 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $19,278 |
ELI LILLY AND COMPANY6+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $15,721 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $5,491 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Secur... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,175 | $105,190+72.2% | $98,907+83.2% | $90,288+100.7% |
| Participation rate | 92.5% | 86.4%+6.2pp | 76.0%+16.5pp | 73.4%+19.2pp |
| Annual return | 13.08% | 18.52%-5.4pp | 196.43%-183.3pp | 53.97%-40.9pp |
| Employer contribution / active EE | $4,294 | $3,831+12.1% | $2,689+59.7% | $2,524+70.1% |
| Participant deferral / active EE | $7,706 | $5,616+37.2% | $4,244+81.6% | $4,232+82.1% |
| Admin fee / account holder | $123 | $97+26.3% | $6,642-98.1% | $114+7.8% |