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 LLC3 years Service code 99 · EIN 36-1245570 | Other Fees | $45,527 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,970 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF MUELLER, LLP Service code 99 · EIN 11-1000111 | Other Fees | $10,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,888 | $92,971-30.2% | $96,683-32.9% | $74,419-12.8% |
| Participation rate | 88.6% | 71.5%+17.0pp | 74.3%+14.2pp | 70.7%+17.9pp |
| Annual return | 16.20% | 37.49%-21.3pp | 35.69%-19.5pp | 34.38%-18.2pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,186 | $3,970+30.6% | $4,878+6.3% | $4,528+14.5% |
| Admin fee / account holder | $49 | $633-92.2% | $6,730-99.3% | $348-85.8% |