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 | $86,660 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST INVESTMENTS, LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $14,050 |
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 |
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 | $37,733 | $54,237-30.4% | $90,281-58.2% | $67,579-44.2% |
| Participation rate | 96.5% | 68.6%+27.9pp | 73.3%+23.2pp | 71.3%+25.2pp |
| Annual return | 17.26% | 37.27%-20.0pp | 78.10%-60.8pp | 378.56%-361.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $79 | $123-36.1% | $5,351-98.5% | $142-44.6% |