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 |
|---|---|---|
ARNOLD & KADJAN1+ years Service code 29 · EIN 36-2498571 203 N LASALLE ST · CHICAGO, IL 60601 | Legal | $16,899 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $15,523 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $15,000 |
US BANK1+ years Service code 18 · EIN 31-0841368 136 S WASHINGTON ST · NAPERVILLE, IL 60540 | Custodial (other than securities) | $3,991 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,517 | $80,354+11.4% | $133,980-33.2% | $63,975+39.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 0.79% | 13.11%-12.3pp | 29.30%-28.5pp | 48.65%-47.9pp |
| Employer contribution / active EE | $5,619 | $3,503+60.4% | $5,211+7.8% | $2,182+157.6% |
| Participant deferral / active EE | $31 | $5,239-99.4% | $6,282-99.5% | $3,356-99.1% |
| Admin fee / account holder | $39 | $69-43.7% | $9,324-99.6% | $70-44.6% |