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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $11,814 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,459 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,117 | $65,376+13.4% | $87,100-14.9% | $65,185+13.7% |
| Participation rate | 92.9% | 75.3%+17.5pp | 76.9%+16.0pp | 70.2%+22.7pp |
| Annual return | 18.35% | 31.27%-12.9pp | 28.19%-9.8pp | 29.38%-11.0pp |
| Employer contribution / active EE | $2,121 | $1,822+16.4% | $2,521-15.9% | $2,177-2.6% |
| Participant deferral / active EE | $3,098 | $3,388-8.6% | $4,049-23.5% | $3,514-11.8% |
| Admin fee / account holder | $657 | $520+26.4% | $7,497-91.2% | $847-22.5% |