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.6+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 10 S WACKER DR · CHICAGO, IL 60606 | Recordkeeping | $75,390 |
GROUP ADMINISTRATORS, LTD.6+ years Service code 13 · EIN 36-3381052 953 AMERICAN LANE · SCHAUMBURG, IL 60173 | Contract Administrator | $38,192 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET SUITE 310 · CHICAGO, IL 60606 | Accounting | $25,740 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $24,869 |
Filed as: PRINCIPAL GROUP LIFE INSURANCE Service code 15 · EIN 42-0127290 | Recordkeeping | $13,234 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LASALLE ST · CHICAGO, IL 60601 | Consulting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,751 | $78,275+64.5% | $109,143+18.0% | $86,799+48.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 25.49% | 19.14%+6.3pp | 25.75%-0.3pp | 97.91%-72.4pp |
| Employer contribution / active EE | $10,692 | $3,105+244.4% | $3,722+187.3% | $2,405+344.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $229 | $198+15.3% | $6,752-96.6% | $170+35.0% |