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 LLC2 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $24,793 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,116 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,345 | $73,638+5.0% | $95,952-19.4% | $73,488+5.2% |
| Participation rate | 91.2% | 76.2%+15.1pp | 77.1%+14.2pp | 70.7%+20.5pp |
| Annual return | 12.18% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,963 | $3,617-18.1% | $4,167-28.9% | $3,740-20.8% |
| Admin fee / account holder | $377 | $482-21.9% | $6,795-94.5% | $513-26.6% |