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 | $99,268 |
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $14,767 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $32,248 | $43,999-26.7% | $79,464-59.4% | $55,725-42.1% |
| Participation rate | 96.9% | 66.9%+30.0pp | 73.3%+23.6pp | 70.9%+26.1pp |
| Annual return | -2.00% | 1.81%-3.8pp | 718.14%-720.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $79 | $118-32.5% | $5,113-98.4% | $115-31.1% |