See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $21,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,627 | $55,416+23.8% | $75,972-9.7% | $77,643-11.6% |
| Participation rate | 27.9% | 63.6%-35.7pp | 69.1%-41.2pp | 70.6%-42.7pp |
| Annual return | 11.74% | 17.07%-5.3pp | 359.55%-347.8pp | 31.24%-19.5pp |
| Employer contribution / active EE | $533 | $1,788-70.2% | $2,685-80.1% | $2,726-80.4% |
| Participant deferral / active EE | $1,617 | $3,447-53.1% | $4,255-62.0% | $4,647-65.2% |
| Admin fee / account holder | $130 | $414-68.5% | $6,467-98.0% | $430-69.7% |