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 |
|---|---|---|
WINTRUST INVESTMENTS LLC3+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $28,331 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,549 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,726 | $51,466+86.0% | $78,778+21.5% | $62,292+53.7% |
| Participation rate | 52.8% | 59.8%-6.9pp | 69.2%-16.3pp | 69.5%-16.7pp |
| Annual return | 16.11% | 19.96%-3.8pp | 35.62%-19.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $652 | $827-21.1% | $1,986-67.1% | $2,042-68.1% |
| Participant deferral / active EE | $2,390 | $2,147+11.3% | $2,958-19.2% | $3,169-24.6% |
| Admin fee / account holder | $484 | $489-1.2% | $5,134-90.6% | $479+0.9% |