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 LLC5+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $23,540 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,121 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,904 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,746 | $49,138+139.6% | $84,015+40.1% | $65,185+80.6% |
| Participation rate | 46.0% | 60.7%-14.8pp | 69.0%-23.0pp | 70.2%-24.2pp |
| Annual return | 20.78% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $710 | $914-22.3% | $1,983-64.2% | $2,177-67.4% |
| Participant deferral / active EE | $2,414 | $2,397+0.7% | $3,239-25.5% | $3,514-31.3% |
| Admin fee / account holder | $490 | $543-9.9% | $6,101-92.0% | $847-42.2% |