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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,403 | $50,815-22.5% | $155,509-74.7% | $77,643-49.3% |
| Participation rate | 96.4% | 63.1%+33.3pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 14.74% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $725 | $1,993-63.6% | $4,672-84.5% | $2,726-73.4% |
| Participant deferral / active EE | $3,620 | $2,822+28.3% | $5,626-35.7% | $4,647-22.1% |
| Admin fee / account holder | $106 | $437-75.8% | $15,912-99.3% | $430-75.5% |