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 |
|---|---|---|
WINTRUST INVESTMENTS LLC2+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 2610 N ILLINOIS ST · SWANSEA, IL 62226 | Advisory (Plan) | $34,336 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,310 | $71,802-23.0% | $133,980-58.7% | $57,658-4.1% |
| Participation rate | 79.5% | 85.5%-6.0pp | 87.1%-7.6pp | 70.2%+9.3pp |
| Annual return | 8.45% | 13.51%-5.1pp | 29.30%-20.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,072 | $3,161-66.1% | $5,211-79.4% | $1,974-45.7% |
| Participant deferral / active EE | $3,129 | $4,606-32.1% | $6,282-50.2% | $3,061+2.2% |
| Admin fee / account holder | $106 | $88+20.7% | $9,324-98.9% | $95+11.9% |