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 7-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 | $45,968 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,063 | $62,409+33.1% | $120,368-31.0% | $74,546+11.4% |
| Participation rate | 74.9% | 56.8%+18.1pp | 71.9%+2.9pp | 67.2%+7.6pp |
| Annual return | 8.71% | 18.62%-9.9pp | 107.26%-98.5pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $1,822 | $1,847-1.3% | $3,465-47.4% | $2,624-30.6% |
| Participant deferral / active EE | $2,653 | $2,888-8.2% | $4,991-46.9% | $4,347-39.0% |
| Admin fee / account holder | $269 | $2,394-88.8% | $9,429-97.1% | $1,944-86.2% |