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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $3,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,881 | $100,923+13.8% | $150,045-23.4% | $74,304+54.6% |
| Participation rate | 89.3% | 70.1%+19.2pp | 82.3%+6.9pp | 60.3%+28.9pp |
| Annual return | 14.88% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.5pp |
| Employer contribution / active EE | $3,939 | $3,463+13.7% | $4,693-16.1% | $2,241+75.8% |
| Participant deferral / active EE | $8,874 | $6,709+32.3% | $7,997+11.0% | $3,767+135.6% |
| Admin fee / account holder | $25 | $2,767-99.1% | $13,435-99.8% | $2,969-99.2% |