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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 99 · EIN 36-1561860 | Other Fees | $4,519 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 8.26% | 8.48%-0.2pp | 8.06%+0.2pp | 8.48%-0.2pp |
| Employer contribution / active EE | $4,074 | $9,949-59.1% | $42,627-90.4% | $9,949-59.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $71-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |