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 SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $52,381 |
BANCO POPULAR DE PUERTO RICO8+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $45,679 |
PLANTE & MORAN, PLLC7 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $25,396 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $20,912 |
ELI LILLY AND COMPANY8+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $13,310 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $7,348 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $1,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,354 | $136,266+52.9% | $90,749+129.6% | $77,904+167.4% |
| Participation rate | 98.4% | 86.6%+11.7pp | 75.7%+22.7pp | 73.7%+24.7pp |
| Annual return | -1.86% | -11.32%+9.5pp | -12.16%+10.3pp | 12.21%-14.1pp |
| Employer contribution / active EE | $4,178 | $4,215-0.9% | $2,921+43.0% | $2,848+46.7% |
| Participant deferral / active EE | $7,581 | $6,353+19.3% | $4,564+66.1% | $4,806+57.8% |
| Admin fee / account holder | $105 | $399-73.8% | $8,445-98.8% | $133-21.1% |