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 | $24,845 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,541 | $49,693+27.9% | $70,515-9.9% | $74,419-14.6% |
| Participation rate | 28.5% | 64.7%-36.2pp | 68.3%-39.9pp | 70.7%-42.3pp |
| Annual return | 14.75% | 21.22%-6.5pp | 32.77%-18.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $528 | $1,773-70.2% | $2,973-82.2% | $2,637-80.0% |
| Participant deferral / active EE | $1,449 | $3,376-57.1% | $4,567-68.3% | $4,528-68.0% |
| Admin fee / account holder | $176 | $316-44.2% | $6,412-97.3% | $348-49.4% |