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 49 · EIN 04-1590850 | Other Services | $274,988 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST INVESTMENTS, LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $42,307 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
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 | $52,481 | $44,794+17.2% | $90,281-41.9% | $77,787-32.5% |
| Participation rate | 91.5% | 66.6%+24.9pp | 73.3%+18.2pp | 73.2%+18.3pp |
| Annual return | 19.27% | 28.23%-9.0pp | 78.10%-58.8pp | 32.57%-13.3pp |
| Employer contribution / active EE | $1,210 | $1,809-33.1% | $2,854-57.6% | $2,504-51.7% |
| Participant deferral / active EE | $3,596 | $2,642+36.1% | $3,885-7.4% | $3,967-9.4% |
| Admin fee / account holder | $105 | $94+11.6% | $5,351-98.0% | $100+5.4% |