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 | $64,371 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,197 | $79,171+51.8% | $102,423+17.4% | $74,495+61.4% |
| Participation rate | 94.1% | 74.8%+19.3pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 12.20% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,067 | $2,362-12.5% | $3,023-31.6% | $2,623-21.2% |
| Participant deferral / active EE | $4,546 | $4,415+3.0% | $5,053-10.0% | $4,346+4.6% |
| Admin fee / account holder | $407 | $2,001-79.6% | $9,451-95.7% | $1,942-79.0% |