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 ILLINOIS10+ years Service code 37 · EIN 36-3880930 | Loan Processing | $68,998 |
CERITY PARTNERS2 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $41,547 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,020 | $50,815-40.9% | $155,509-80.7% | $77,643-61.3% |
| Participation rate | 80.0% | 63.1%+16.9pp | 78.2%+1.8pp | 70.6%+9.5pp |
| Annual return | 14.06% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,702 | $1,993-14.6% | $4,672-63.6% | $2,726-37.6% |
| Participant deferral / active EE | $2,302 | $2,822-18.4% | $5,626-59.1% | $4,647-50.5% |
| Admin fee / account holder | $181 | $437-58.6% | $15,912-98.9% | $430-58.0% |