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 |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $25,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,060 | $51,288+11.3% | $81,983-30.4% | $73,409-22.3% |
| Participation rate | 33.6% | 64.0%-30.4pp | 69.2%-35.6pp | 72.2%-38.5pp |
| Annual return | 14.36% | 29.48%-15.1pp | 41.31%-26.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $529 | $1,487-64.4% | $2,498-78.8% | $2,234-76.3% |
| Participant deferral / active EE | $1,556 | $2,715-42.7% | $3,722-58.2% | $3,805-59.1% |
| Admin fee / account holder | $200 | $125+59.9% | $5,664-96.5% | $158+26.9% |