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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,648 |
WINTRUST INVESTMENTS LLC3 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $10,829 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,123 | $52,293-84.5% | $178,490-95.4% | $73,409-88.9% |
| Participation rate | 91.2% | 65.3%+25.9pp | 81.9%+9.3pp | 72.2%+19.0pp |
| Annual return | 14.03% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,376 | $2,332-41.0% | $5,202-73.6% | $3,805-63.9% |
| Admin fee / account holder | $98 | $127-23.0% | $13,984-99.3% | $158-37.9% |