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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Service code 28 · EIN 62-0951563 | Investment Management | $0 |
NADLER FINANCIAL GROUP, INC.3+ years Service code 16 155 N. PFINGSTEN ROAD, SUITE 160 · DEERFIELD, IL 600154903 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,443 | $50,637-35.9% | $86,590-62.5% | $62,292-47.9% |
| Participation rate | 52.5% | 67.9%-15.4pp | 73.5%-21.0pp | 69.5%-17.0pp |
| Annual return | 19.58% | 20.80%-1.2pp | 964.84%-945.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,212 | $2,075-41.6% | $2,839-57.3% | $2,042-40.6% |
| Participant deferral / active EE | $1,893 | $2,611-27.5% | $3,609-47.5% | $3,169-40.3% |
| Admin fee / account holder | $11 | $413-97.4% | $4,906-99.8% | $479-97.8% |