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 |
|---|---|---|
TRUST COMPANY OF ILLINOIS7+ years Service code 27 · EIN 36-3880930 | Advisory (Plan) | $65,801 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,524 | $56,485-61.9% | $185,823-88.4% | $86,799-75.2% |
| Participation rate | 84.3% | 65.5%+18.8pp | 81.7%+2.6pp | 72.3%+12.0pp |
| Annual return | 17.60% | 118.04%-100.4pp | 122.05%-104.5pp | 97.91%-80.3pp |
| Employer contribution / active EE | $1,654 | $1,843-10.3% | $5,167-68.0% | $2,405-31.2% |
| Participant deferral / active EE | $2,166 | $2,553-15.2% | $5,568-61.1% | $4,131-47.6% |
| Admin fee / account holder | $106 | $150-29.3% | $16,237-99.3% | $170-37.6% |