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 LLC6+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $24,920 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,044 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,130 |
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.)
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 | $138,007 | $54,573+152.9% | $90,951+51.7% | $73,488+87.8% |
| Participation rate | 56.6% | 61.2%-4.6pp | 69.0%-12.4pp | 70.7%-14.1pp |
| Annual return | 12.22% | 16.69%-4.5pp | 134.60%-122.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $953 | $991-3.9% | $2,122-55.1% | $2,270-58.0% |
| Participant deferral / active EE | $3,292 | $2,517+30.8% | $3,373-2.4% | $3,740-12.0% |
| Admin fee / account holder | $582 | $521+11.7% | $5,959-90.2% | $513+13.5% |