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 49 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Other Services | $7,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,265 | $50,199+87.8% | $70,092+34.5% | $66,914+40.9% |
| Participation rate | 63.4% | 66.3%-2.9pp | 70.5%-7.0pp | 69.8%-6.4pp |
| Annual return | -14.29% | -13.85%-0.4pp | 190.73%-205.0pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,768 | $1,864+48.5% | $2,559+8.2% | $2,544+8.8% |
| Participant deferral / active EE | $5,454 | $3,112+75.3% | $3,849+41.7% | $4,237+28.7% |
| Admin fee / account holder | $67 | $600-88.8% | $6,267-98.9% | $593-88.7% |