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.9+ years Service code 10 · EIN 36-3332152 | Accounting | $82,646 |
Filed as: JOHN KALLIANIS Service code 14 · EIN 36-6122163 | Plan Administrator | $59,940 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $51,482 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $43,351 |
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1975125 | Actuarial | $37,814 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $32,278 |
PRASAD I ELAMANA1 year Filed as: PRASAD ELAMANA Service code 30 · EIN 36-6122163 | Direct payment from the plan; Employe... | $26,534 |
ASSOCIATED AGENCIES9+ years Service code 22 1701 GOLF RD SUITE 3-700 · ROLLING MEADOWS, IL 60008 | Insurance Broker | $12,046 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,482 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $98,401 | $241,101-59.2% | $103,333-4.8% | $199,593-50.7% |
| Participation rate | 95.5% | 78.3%+17.2pp | 74.5%+21.0pp | 72.0%+23.5pp |
| Annual return | 8.11% | 17.80%-9.7pp | 24.88%-16.8pp | 34.25%-26.1pp |
| Employer contribution / active EE | $7,338 | $4,244+72.9% | $3,868+89.7% | $3,034+141.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $256 | $288-10.9% | $8,355-96.9% | $269-4.6% |