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 INC5+ years Service code 13 · EIN 36-2728094 2015 S. ARLINGTON HEIGHTS · ARLINGTON HEIGHTS, IL 60005 | Contract Administrator | $54,000 |
JP MORGAN SECURITIES LLC5+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 · EIN 13-4994650 21 S. CLARK ST., STE 3200 · CHICAGO, IL 60603 | Securities Custodian | $50,177 |
LAW OFFICES OF JOSEPH GLIMCO5+ years Service code 29 · EIN 36-4064225 8340 LEMONT ROAD, BLDG F · DARIEN, IL 60561 | Legal | $12,000 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 19615 S. LAGRANGE ROAD, STE B · MOKENA, IL 60448 | Accounting | $6,800 |
ELIZABETH HOLLYWOOD1 year Filed as: ELIZABETH GONZALEZ Service code 20 · EIN 36-3980892 | Trustee (individual) | $5,722 |
KAIZEN SYSTEMS INC1 year Service code 99 760 VILLAGE CENTER DRIVE · BURR RIDGE, IL 60527 | Other Fees | $5,544 |
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 | $1,836 | $46,423-96.0% | $75,886-97.6% | $67,579-97.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 13.81% | 32.29%-18.5pp | 30.76%-16.9pp | 378.56%-364.7pp |
| Employer contribution / active EE | $769 | $1,406-45.3% | $2,500-69.2% | $2,148-64.2% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $54 | $132-59.4% | $5,418-99.0% | $142-62.4% |