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 26 · EIN 71-0294708 | Advisory (Participants) | $69,288 |
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INVESTMENTS Service code 99 · EIN 36-1245570 | Other Fees | $50,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,979 | $46,423+115.4% | $75,886+31.7% | $67,579+47.9% |
| Participation rate | 67.0% | 63.1%+4.0pp | 69.3%-2.2pp | 71.3%-4.2pp |
| Annual return | 17.18% | 32.29%-15.1pp | 30.76%-13.6pp | 378.56%-361.4pp |
| Employer contribution / active EE | $1,054 | $1,406-25.1% | $2,500-57.9% | $2,148-50.9% |
| Participant deferral / active EE | $2,894 | $2,564+12.9% | $3,603-19.7% | $3,539-18.2% |
| Admin fee / account holder | $283 | $132+115.1% | $5,418-94.8% | $142+99.2% |