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 |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $14,712 |
Service code 10 30 S WACKER DR · CHICAGO, IL 60606 | Accounting | $7,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,834 | $43,133-72.6% | $89,391-86.8% | $73,488-83.9% |
| Participation rate | 36.9% | 55.0%-18.1pp | 68.0%-31.1pp | 70.7%-33.8pp |
| Annual return | 11.77% | 135.66%-123.9pp | 245.62%-233.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $436 | $1,438-69.7% | $2,586-83.1% | $2,270-80.8% |
| Participant deferral / active EE | $1,471 | $2,445-39.8% | $3,890-62.2% | $3,740-60.7% |
| Admin fee / account holder | $228 | $444-48.6% | $4,881-95.3% | $513-55.5% |