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 |
|---|---|---|
FGMK FINANCIAL SERVICES, LLC2 years Service code 49 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Other Services | $23,557 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,202 | $106,028+129.4% | $146,958+65.5% | $77,643+213.2% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 19.93% | 56.73%-36.8pp | 418.34%-398.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $9,635 | $4,063+137.1% | $4,933+95.3% | $2,726+253.5% |
| Participant deferral / active EE | $15,008 | $7,990+87.8% | $8,070+86.0% | $4,647+222.9% |
| Admin fee / account holder | $10 | $337-97.0% | $12,998-99.9% | $430-97.6% |