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 |
|---|---|---|
TRUST COMPANY OF ILLINOIS2+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD · DOWNERS GROVE, IL 60515 | Bank Trustee | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,508 | $63,905-72.6% | $74,183-76.4% | $57,658-69.6% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.6%-31.6pp | 70.2%-25.2pp |
| Annual return | 9.28% | 60.60%-51.3pp | 17.74%-8.5pp | 5.13%+4.1pp |
| Employer contribution / active EE | $622 | $1,840-66.2% | $2,370-73.8% | $1,974-68.5% |
| Participant deferral / active EE | $914 | $3,448-73.5% | $3,550-74.2% | $3,061-70.1% |
| Admin fee / account holder | $12 | $91-86.9% | $5,586-99.8% | $95-87.4% |