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 |
|---|---|---|
Filed as: BAUM SIGMAN AUERBACH & NEUMAN Service code 29 · EIN 36-2744057 200 W ADAMS STREET · CHICAGO, IL 60601 | Legal | $156,671 |
Filed as: PRINCIPAL GROUP LIFE INSURANCE Service code 15 · EIN 42-0127290 | Recordkeeping | $79,385 |
GROUP ADMINISTRATORS, LTD.7+ years Service code 13 · EIN 36-3381052 953 AMERICAN LANE · SCHAUMBURG, IL 60173 | Contract Administrator | $39,105 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET SUITE 310 · CHICAGO, IL 60606 | Accounting | $35,030 |
AON CONSULTING7+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $26,776 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LASALLE ST · CHICAGO, IL 60601 | Consulting | $10,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 10 S WACKER DR · CHICAGO, IL 60606 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,696 | $106,236+8.9% | $112,228+3.1% | $64,808+78.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -6.85% | -6.02%-0.8pp | 27.45%-34.3pp | 32.82%-39.7pp |
| Employer contribution / active EE | $10,549 | $3,166+233.2% | $3,635+190.2% | $2,506+321.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $397 | $452-12.1% | $6,410-93.8% | $188+111.4% |