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 | $12,867 |
Filed as: STRAGEGIC FINANCIAL GROUP Service code 26 30 S WACKER DR · CHICAGO, IL 60606 | Advisory (Participants) | $10,769 |
FGMK, LLC5 years Service code 10 · EIN 36-2929601 | Accounting | $10,614 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,808 | $41,078-42.0% | $80,569-70.5% | $71,457-66.7% |
| Participation rate | 26.5% | 50.2%-23.7pp | 67.0%-40.5pp | 67.9%-41.4pp |
| Annual return | 17.89% | 38.45%-20.6pp | 935.43%-917.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $765 | $1,506-49.2% | $2,723-71.9% | $2,588-70.5% |
| Participant deferral / active EE | $1,782 | $2,699-34.0% | $4,447-59.9% | $4,289-58.4% |
| Admin fee / account holder | $375 | $1,840-79.6% | $5,377-93.0% | $1,587-76.4% |