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 | $69,112 |
WINTRUST INVESTMENTS LLC5 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $55,519 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES J. GRIES & C Service code 10 · EIN 36-3383864 | Accounting | $12,436 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,001 | $72,254-30.8% | $86,677-42.3% | $64,808-22.8% |
| Participation rate | 62.0% | 80.4%-18.4pp | 76.6%-14.5pp | 71.5%-9.4pp |
| Annual return | -15.58% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $574 | $2,393-76.0% | $2,836-79.8% | $2,506-77.1% |
| Participant deferral / active EE | $3,652 | $4,658-21.6% | $4,656-21.6% | $4,310-15.3% |
| Admin fee / account holder | $344 | $174+97.6% | $7,493-95.4% | $188+82.9% |