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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 28 · EIN 39-2018056 4120 BELMONT POINT · CHAMPAIGN, IL 61822 | Investment Management | $42,415 |
MARTIN HOOD LLC1 year Filed as: MARTIN HOOD Service code 10 2507 S. NEILS ST. · CHAMPAIGN, IL 61820 | Accounting | $17,598 |
BPC4 years Filed as: BPC, INC. Service code 13 · EIN 36-3036100 2110 CLEARLAKE BLVD, SUITE 200 · CHAMPAIGN, IL 618267500 | Contract Administrator | $16,132 |
CAVANAGH & O'HARA5 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $12,587 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $11,432 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 230 W. MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $9,750 |
HEALTHSCOPE BENEFITS1 year Service code 14 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $5,560 |
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 | $142,981 | $77,660+84.1% | $109,143+31.0% | $79,386+80.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 20.92% | 23.44%-2.5pp | 25.75%-4.8pp | 116.85%-95.9pp |
| Employer contribution / active EE | $5,387 | $2,797+92.6% | $3,722+44.7% | $2,427+121.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $898 | $732+22.7% | $6,752-86.7% | $626+43.4% |