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 |
|---|---|---|
Filed as: KTRADE Service code 15 · EIN 27-3169253 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $7,863 |
TOROSO INVESTMENTS1 year Filed as: TOROSO ADVISORY Service code 27 333 W WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $7,645 |
Filed as: RETIREMENT SOLUTIONS ADVISORS Service code 13 420W GRAND AVE · CHICAGO, IL 60054 | Contract Administrator | $585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,198 | $61,272-85.0% | $149,673-93.9% | $71,457-87.1% |
| Participation rate | 51.9% | 62.5%-10.6pp | 78.8%-26.8pp | 67.9%-16.0pp |
| Annual return | 16.17% | 35.85%-19.7pp | 134.42%-118.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,464 | $2,917-49.8% | $5,680-74.2% | $4,289-65.9% |
| Admin fee / account holder | $88 | $1,261-93.0% | $13,210-99.3% | $1,587-94.5% |