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 | $13,595 |
FGMK, LLC4 years Service code 10 · EIN 36-2929601 | Accounting | $10,089 |
STRATEGIC FINANCIAL GROUP3 years Service code 26 30 S WACKER DR · CHICAGO, IL 60606 | Advisory (Participants) | $7,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,106 | $37,393-48.9% | $77,024-75.2% | $66,914-71.4% |
| Participation rate | 32.0% | 52.9%-20.9pp | 67.9%-36.0pp | 69.8%-37.9pp |
| Annual return | -18.02% | -3.29%-14.7pp | 42.32%-60.3pp | 1.58%-19.6pp |
| Employer contribution / active EE | $783 | $1,531-48.8% | $2,812-72.1% | $2,544-69.2% |
| Participant deferral / active EE | $1,992 | $2,617-23.9% | $4,426-55.0% | $4,237-53.0% |
| Admin fee / account holder | $316 | $567-44.3% | $5,425-94.2% | $593-46.8% |