See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 241 EAST DEERPATH ROAD · LAKE FOREST, IL 60045 | Bank Trustee | $105,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,518 | $72,254+119.4% | $86,677+82.9% | $64,808+144.6% |
| Participation rate | 99.7% | 80.4%+19.3pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | -10.44% | 392.42%-402.9pp | 35.91%-46.3pp | 32.82%-43.3pp |
| Employer contribution / active EE | $2,329 | $2,393-2.7% | $2,836-17.9% | $2,506-7.0% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $266 | $174+52.7% | $7,493-96.5% | $188+41.4% |