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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $233,245 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $30,601 |
WINTRUST INVESTMENTS LLC4 years Filed as: WINTRUST INVESTMENTS, LLC Service code 27 · EIN 36-1245570 | Advisory (Plan) | $21,828 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $8,250 |
Filed as: PUTNAM Service code 28 | Investment Management | $0 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,351 | $43,113+14.5% | $82,719-40.3% | $77,904-36.7% |
| Participation rate | 95.1% | 63.8%+31.3pp | 72.6%+22.6pp | 73.7%+21.4pp |
| Annual return | -12.53% | 2.60%-15.1pp | 701.18%-713.7pp | 12.21%-24.7pp |
| Employer contribution / active EE | $2,358 | $1,924+22.6% | $3,009-21.6% | $2,848-17.2% |
| Participant deferral / active EE | $4,746 | $3,057+55.3% | $4,395+8.0% | $4,806-1.3% |
| Admin fee / account holder | $109 | $102+6.3% | $5,329-98.0% | $133-18.0% |