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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 10 S WACKER DR · CHICAGO, IL 60606 | Recordkeeping | $69,153 |
GROUP ADMINISTRATORS, LTD.4+ years Service code 13 · EIN 36-3381052 915 NATIONAL PARKWAY · SCHAUMBURG, IL 60173 | Contract Administrator | $38,192 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET SUITE 310 · CHICAGO, IL 60606 | Accounting | $34,876 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $22,560 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LASALLE ST · CHICAGO, IL 60601 | Consulting | $10,000 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN Service code 29 · EIN 36-2744057 200 W ADAMS STREET · CHICAGO, IL 60601 | Legal | $6,056 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,734 | $66,601+64.8% | $92,893+18.1% | $67,579+62.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 1.07% | 92.58%-91.5pp | 109.41%-108.3pp | 378.56%-377.5pp |
| Employer contribution / active EE | $11,082 | $2,775+299.3% | $3,653+203.4% | $2,148+416.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $282 | $199+41.7% | $5,794-95.1% | $142+98.1% |