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 |
|---|---|---|
CYGAN HAYES LTD.8+ years Service code 10 · EIN 36-3332152 | Accounting | $72,784 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $40,000 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $18,566 |
ASSOCIATED AGENCIES8+ years Service code 22 1701 GOLF RD SUITE 3-700 · ROLLING MEADOWS, IL 60008 | Insurance Broker | $11,936 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1975125 | Actuarial | $11,759 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,025 |
BENESYS, INC.7 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $5,812 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,149 | $88,480+4.1% | $96,683-4.7% | $80,160+15.0% |
| Participation rate | 55.6% | 79.9%-24.3pp | 74.3%-18.8pp | 72.9%-17.4pp |
| Annual return | 1.20% | 22.53%-21.3pp | 35.69%-34.5pp | 40.38%-39.2pp |
| Employer contribution / active EE | $4,443 | $4,176+6.4% | $3,737+18.9% | $2,978+49.2% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $155 | $212-26.7% | $6,730-97.7% | $145+7.1% |