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 |
|---|---|---|
JAMES A. REICHERT1 year Filed as: JAMES M. JUENGLING & ASSOCIATES Service code 27 115 WEST MAIN STREET · WEST DUNDEE, IL 60118 | Advisory (Plan) | $23,369 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,802 |
Service code 15 · EIN 36-3580924 | Recordkeeping | $2,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,850 | $54,701+152.0% | $86,188+59.9% | $71,457+92.9% |
| Participation rate | 90.1% | 60.1%+30.0pp | 69.0%+21.2pp | 67.9%+22.2pp |
| Annual return | 18.18% | 20.06%-1.9pp | 1168.45%-1150.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,360 | $1,265+86.6% | $2,380-0.8% | $2,588-8.8% |
| Participant deferral / active EE | $6,758 | $3,108+117.4% | $3,985+69.6% | $4,289+57.6% |
| Admin fee / account holder | $279 | $1,922-85.5% | $6,852-95.9% | $1,587-82.4% |