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 ILLINOIS9+ years Service code 37 · EIN 36-3880930 | Loan Processing | $61,263 |
CERITY PARTNERS1 year Service code 27 · EIN 35-2467663 | Advisory (Plan) | $33,449 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $37 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,197 | $47,126-33.8% | $149,673-79.2% | $74,419-58.1% |
| Participation rate | 67.6% | 63.4%+4.2pp | 78.8%-11.2pp | 70.7%-3.1pp |
| Annual return | 18.49% | 22.75%-4.3pp | 134.42%-115.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,436 | $1,905-24.6% | $4,818-70.2% | $2,637-45.5% |
| Participant deferral / active EE | $2,059 | $2,728-24.5% | $5,680-63.8% | $4,528-54.5% |
| Admin fee / account holder | $194 | $343-43.5% | $13,210-98.5% | $348-44.3% |