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: KIRBY WEALTH MGMNT GROUP/NW MUTUAL Service code 28 · EIN 36-4189396 4120 BELMONT POINT · CHAMPAIGN, IL 61822 | Investment Management | $43,871 |
HEALTHSCOPE BENEFITS2 years Service code 14 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $30,350 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $15,325 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 230 W. MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $10,000 |
CAVANAGH & O'HARA6 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $7,284 |
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 | $116,253 | $64,119+81.3% | $112,228+3.6% | $66,914+73.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.86% | -13.81%-1.1pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,732 | $3,005+90.7% | $3,635+57.7% | $2,544+125.3% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $866 | $625+38.6% | $6,410-86.5% | $593+46.0% |