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 |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,551 |
WINTRUST INVESTMENTS LLC2 years Filed as: WINTRUST WEALTH MANAGEMENT Service code 27 231 S. LASALLE · CHICAGO, IL 60604 | Advisory (Plan) | $12,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,131 | $51,045-33.1% | $70,515-51.6% | $71,457-52.2% |
| Participation rate | 35.6% | 59.4%-23.8pp | 68.3%-32.7pp | 67.9%-32.3pp |
| Annual return | 11.64% | 42.63%-31.0pp | 32.77%-21.1pp | 28.85%-17.2pp |
| Employer contribution / active EE | $429 | $1,790-76.0% | $2,973-85.6% | $2,588-83.4% |
| Participant deferral / active EE | $1,234 | $3,026-59.2% | $4,567-73.0% | $4,289-71.2% |
| Admin fee / account holder | $236 | $1,994-88.2% | $6,412-96.3% | $1,587-85.1% |