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 |
|---|---|---|
SECURITY PROGRAMS INC3+ years Service code 13 · EIN 36-2728094 2015 S. ARLINGTON HEIGHTS · ARLINGTON HEIGHTS, IL 60005 | Contract Administrator | $49,871 |
JP MORGAN SECURITIES LLC3+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 · EIN 13-4994650 21 S. CLARK ST., STE 3200 · CHICAGO, IL 60603 | Securities Custodian | $42,417 |
LAW OFFICES OF JOSEPH GLIMCO3+ years Service code 29 · EIN 36-4064225 8340 LEMONT ROAD, BLDG F · DARIEN, IL 60561 | Legal | $12,000 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 19615 S. LAGRANGE ROAD, STE B · MOKENA, IL 60448 | Accounting | $6,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,602 | $44,059-96.4% | $71,671-97.8% | $69,631-97.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 9.08% | 21.97%-12.9pp | 20.65%-11.6pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $706 | $1,305-45.9% | $2,460-71.3% | $2,032-65.3% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $48 | $108-55.7% | $5,558-99.1% | $110-56.8% |