Filed July 26, 2023
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 |
|---|---|---|
PRIVATE VISTA, LLC1+ years Service code 27 · EIN 36-4060292 1 N LASALLE ST. · CHICAGO, IL 60602 | Advisory (Plan) | $14,537 |
RETIREMENT SOLUTION GROUP1+ years Service code 14 · EIN 20-2668095 328 S JEFFERSON · CHICAGO, IL 60661 | Plan Administrator | $11,337 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,204 | $76,552+13.9% | $123,892-29.6% | $62,891+38.7% |
| Participation rate | 97.4% | 73.0%+24.5pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 7.59% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,505 | $2,883+56.3% | $4,617-2.4% | $2,281+97.5% |
| Participant deferral / active EE | $8,025 | $4,840+65.8% | $5,984+34.1% | $3,203+150.5% |
| Admin fee / account holder | $231 | $4,826-95.2% | $8,357-97.2% | $4,296-94.6% |