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 Service code 99 · EIN 36-1245570 | Other Fees | $84,992 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,005 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF MUELLER LLC Service code 99 · EIN 11-1000111 | Other Fees | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,858 | $106,236-40.8% | $112,228-44.0% | $64,808-3.0% |
| Participation rate | 89.0% | 71.7%+17.4pp | 75.1%+14.0pp | 71.5%+17.6pp |
| Annual return | -15.84% | -6.02%-9.8pp | 27.45%-43.3pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,595 | $3,166-49.6% | $3,635-56.1% | $2,506-36.3% |
| Participant deferral / active EE | $5,849 | $3,785+54.5% | $4,728+23.7% | $4,310+35.7% |
| Admin fee / account holder | $49 | $452-89.1% | $6,410-99.2% | $188-73.9% |