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 7-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 |
|---|---|---|
ASCENSUS LLC7+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $90,146 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $36,394 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST WEALTH MANAGEMENT Service code 27 231 S. LASALLE · CHICAGO, IL 60604 | Advisory (Plan) | $29,871 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,200 | $31,741+7.7% | $56,411-39.4% | $199,593-82.9% |
| Participation rate | 16.2% | 32.3%-16.2pp | 52.5%-36.3pp | 72.0%-55.8pp |
| Annual return | 17.87% | 14.72%+3.2pp | 1701.33%-1683.5pp | 34.25%-16.4pp |
| Employer contribution / active EE | $555 | $508+9.3% | $1,039-46.6% | $3,034-81.7% |
| Participant deferral / active EE | $1,171 | $1,184-1.1% | $1,952-40.0% | $5,087-77.0% |
| Admin fee / account holder | $172 | $426-59.7% | $2,829-93.9% | $269-36.1% |