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, LLC3 years Service code 49 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Other Services | $28,831 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,291 | $119,446+136.3% | $150,045+88.1% | $85,563+229.9% |
| Participation rate | 95.2% | 75.4%+19.8pp | 82.3%+12.9pp | 66.0%+29.3pp |
| Annual return | 17.86% | 23.72%-5.9pp | 62.55%-44.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $10,226 | $4,078+150.7% | $4,693+117.9% | $2,654+285.4% |
| Participant deferral / active EE | $16,759 | $7,985+109.9% | $7,997+109.6% | $4,375+283.0% |
| Admin fee / account holder | $15 | $548-97.2% | $13,435-99.9% | $834-98.2% |