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 |
|---|---|---|
Service code 15 4541 N. PROSPECT RD. · PEORIA HEIGHTS, IL 61616 | Recordkeeping | $70,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,795 | $76,050+61.5% | $96,544+27.2% | $71,457+71.8% |
| Participation rate | 80.3% | 74.4%+5.9pp | 76.0%+4.3pp | 67.9%+12.4pp |
| Annual return | 16.63% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,051 | $2,244-8.6% | $2,965-30.8% | $2,588-20.7% |
| Participant deferral / active EE | $4,611 | $4,215+9.4% | $4,851-4.9% | $4,289+7.5% |
| Admin fee / account holder | $543 | $2,707-80.0% | $8,252-93.4% | $1,587-65.8% |