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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS Service code 99 · EIN 36-1245570 | Other Fees | $25,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $24,851 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT C Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,262 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,781 | $41,467+85.2% | $67,313+14.1% | $55,725+37.8% |
| Participation rate | 79.1% | 62.5%+16.6pp | 69.1%+10.0pp | 70.9%+8.3pp |
| Annual return | -2.77% | 0.82%-3.6pp | -4.08%+1.3pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,242 | $1,316-5.7% | $2,566-51.6% | $2,078-40.2% |
| Participant deferral / active EE | $2,232 | $2,399-7.0% | $3,568-37.5% | $3,356-33.5% |
| Admin fee / account holder | $86 | $102-16.2% | $4,507-98.1% | $115-25.7% |