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. REICHERT2 years Filed as: JAMES M. JUENGLING & ASSOCIATES Service code 27 115 WEST MAIN STREET · WEST DUNDEE, IL 60118 | Advisory (Plan) | $27,942 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,344 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,027 |
ASSOCIATED PENSION SERVICES, INC.10+ years Service code 15 · EIN 36-3580924 | Recordkeeping | $6,034 |
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 | $163,908 | $59,417+175.9% | $93,606+75.1% | $74,495+120.0% |
| Participation rate | 87.4% | 59.7%+27.7pp | 68.7%+18.6pp | 67.2%+20.2pp |
| Annual return | 19.73% | 81.83%-62.1pp | 133.20%-113.5pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,453 | $1,264+94.1% | $2,420+1.4% | $2,623-6.5% |
| Participant deferral / active EE | $7,109 | $3,050+133.1% | $4,411+61.1% | $4,346+63.6% |
| Admin fee / account holder | $379 | $3,021-87.4% | $8,285-95.4% | $1,942-80.5% |