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 37 · EIN 04-2647786 | Loan Processing | $59,221 |
WINTRUST INVESTMENTS LLC2 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $45,791 |
CJG PARTNERS LLP1 year Service code 16 · EIN 36-3383864 | Consulting | $5,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,341 | $73,404-28.7% | $87,100-39.9% | $67,579-22.5% |
| Participation rate | 59.8% | 80.9%-21.0pp | 76.9%-17.0pp | 71.3%-11.4pp |
| Annual return | 20.51% | 48.29%-27.8pp | 28.19%-7.7pp | 378.56%-358.0pp |
| Employer contribution / active EE | $471 | $2,014-76.6% | $2,521-81.3% | $2,148-78.1% |
| Participant deferral / active EE | $2,823 | $3,913-27.9% | $4,049-30.3% | $3,539-20.2% |
| Admin fee / account holder | $272 | $142+91.8% | $7,497-96.4% | $142+90.9% |