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 Service code 99 · EIN 36-1245570 | Other Fees | $21,058 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,651 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF MUELLER LLC Service code 99 · EIN 11-1000111 | Other Fees | $8,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,847 | $78,275+0.7% | $109,143-27.8% | $86,799-9.2% |
| Participation rate | 86.8% | 73.8%+12.9pp | 75.9%+10.9pp | 72.3%+14.5pp |
| Annual return | 12.88% | 19.14%-6.3pp | 25.75%-12.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,699 | $3,105-45.3% | $3,722-54.4% | $2,405-29.4% |
| Participant deferral / active EE | $5,521 | $3,641+51.6% | $4,653+18.6% | $4,131+33.6% |
| Admin fee / account holder | $50 | $198-74.6% | $6,752-99.3% | $170-70.3% |