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 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $28,834 |
FOLEY BENEFITS GROUP1 year Filed as: FOLEY BENEFITS GROUP LLC Service code 13 | Contract Administrator | $2,861 |
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 | $24,327 | $49,657-51.0% | $93,063-73.9% | $67,986-64.2% |
| Participation rate | 91.8% | 49.9%+41.9pp | 72.1%+19.7pp | 57.2%+34.6pp |
| Annual return | 14.15% | 26.27%-12.1pp | 34.15%-20.0pp | 31.67%-17.5pp |
| Employer contribution / active EE | $786 | $1,279-38.5% | $2,476-68.3% | $2,019-61.1% |
| Participant deferral / active EE | $3,374 | $2,484+35.8% | $3,958-14.8% | $3,358+0.5% |
| Admin fee / account holder | $101 | $2,843-96.4% | $6,033-98.3% | $3,203-96.8% |