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 8-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 LLC2 years Filed as: WINTRUST PRIVATE TRUST COMPANY Service code 15 · EIN 36-4221549 | Recordkeeping | $49,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,430 | $68,914+28.3% | $136,749-35.3% | $74,304+19.0% |
| Participation rate | 71.3% | 51.3%+19.9pp | 72.1%-0.9pp | 60.3%+10.9pp |
| Annual return | 15.33% | 16.34%-1.0pp | 24.33%-9.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,635 | $1,561+4.7% | $3,400-51.9% | $2,241-27.0% |
| Participant deferral / active EE | $2,263 | $2,541-10.9% | $4,692-51.8% | $3,767-39.9% |
| Admin fee / account holder | $275 | $3,149-91.3% | $11,386-97.6% | $2,969-90.7% |