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 | $68,032 |
WINTRUST INVESTMENTS LLC6 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $51,796 |
CJG PARTNERS LLP1 year Filed as: CJG PARTNERS, LLP Service code 10 · EIN 36-3383864 | Accounting | $8,257 |
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.)
Form 5500 reported that benefits due were not provided when due.
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 | $58,981 | $99,078-40.5% | $96,544-38.9% | $74,419-20.7% |
| Participation rate | 62.6% | 80.7%-18.1pp | 76.0%-13.4pp | 70.7%-8.1pp |
| Annual return | 16.02% | 22.48%-6.5pp | 25.84%-9.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $618 | $2,570-76.0% | $2,965-79.2% | $2,637-76.6% |
| Participant deferral / active EE | $3,890 | $4,933-21.1% | $4,851-19.8% | $4,528-14.1% |
| Admin fee / account holder | $313 | $225+39.4% | $8,252-96.2% | $348-10.0% |