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 | $21,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,224 | $79,171-5.0% | $102,423-26.6% | $74,495+1.0% |
| Participation rate | 77.1% | 74.8%+2.3pp | 76.5%+0.6pp | 67.2%+9.9pp |
| Annual return | 15.64% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,978 | $2,362-16.3% | $3,023-34.6% | $2,623-24.6% |
| Participant deferral / active EE | $3,338 | $4,415-24.4% | $5,053-33.9% | $4,346-23.2% |
| Admin fee / account holder | $222 | $2,001-88.9% | $9,451-97.6% | $1,942-88.6% |