See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC4 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,169 | $82,202+55.9% | $125,339+2.3% | $64,808+97.8% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -15.23% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,854 | $3,615-21.0% | $4,814-40.7% | $2,506+13.9% |
| Participant deferral / active EE | $9,928 | $7,175+38.4% | $7,446+33.3% | $4,310+130.3% |
| Admin fee / account holder | $249 | $163+52.2% | $10,010-97.5% | $188+32.3% |