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 |
|---|---|---|
INVESTMENT PLANNERS INC1 year Service code 55 PO BOX 170 · DECATUR, IL 625250170 | Other Commissions | $9,174 |
Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $1,592 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,428 | $52,293-47.5% | $178,490-84.6% | $73,409-62.6% |
| Participation rate | 34.0% | 65.3%-31.3pp | 81.9%-47.9pp | 72.2%-38.2pp |
| Annual return | 19.08% | 34.75%-15.7pp | 151.07%-132.0pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,021 | $1,735-41.2% | $5,011-79.6% | $2,234-54.3% |
| Participant deferral / active EE | $1,903 | $2,332-18.4% | $5,202-63.4% | $3,805-50.0% |
| Admin fee / account holder | $18 | $127-85.7% | $13,984-99.9% | $158-88.4% |