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 ILLINOIS8+ years Service code 27 · EIN 36-3880930 | Advisory (Plan) | $79,351 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,830 | $46,292-57.2% | $143,757-86.2% | $64,808-69.4% |
| Participation rate | 83.0% | 64.2%+18.8pp | 80.3%+2.7pp | 71.5%+11.6pp |
| Annual return | -16.81% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,887 | $1,910-1.2% | $4,951-61.9% | $2,506-24.7% |
| Participant deferral / active EE | $2,592 | $2,646-2.0% | $5,637-54.0% | $4,310-39.9% |
| Admin fee / account holder | $127 | $154-17.7% | $14,673-99.1% | $188-32.6% |