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 7-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 |
|---|---|---|
WINTRUST INVESTMENTS LLC3 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $35,737 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,361 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,982 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,606 | $86,225+3.9% | $146,665-38.9% | $86,799+3.2% |
| Participation rate | 54.1% | 78.0%-23.9pp | 80.1%-26.0pp | 72.3%-18.2pp |
| Annual return | 12.60% | 31.23%-18.6pp | 22.74%-10.1pp | 97.91%-85.3pp |
| Employer contribution / active EE | $968 | $2,392-59.6% | $4,136-76.6% | $2,405-59.8% |
| Participant deferral / active EE | $2,856 | $4,245-32.7% | $5,506-48.1% | $4,131-30.9% |
| Admin fee / account holder | $182 | $195-6.9% | $10,280-98.2% | $170+7.2% |