Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC1 year Filed as: WINTRUST PRIVATE TRUST COMPANY Service code 15 · EIN 36-4221549 | Recordkeeping | $91,607 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,403 | $50,820-22.5% | $155,567-74.7% | $77,671-49.3% |
| Participation rate | 96.4% | 63.1%+33.3pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 14.74% | 34.85%-20.1pp | 64.74%-50.0pp | 31.21%-16.5pp |
| Employer contribution / active EE | $725 | $1,993-63.6% | $4,674-84.5% | $2,726-73.4% |
| Participant deferral / active EE | $3,620 | $2,823+28.2% | $5,628-35.7% | $4,648-22.1% |
| Admin fee / account holder | $106 | $436-75.8% | $15,916-99.3% | $430-75.5% |