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 |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $6,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,342 | $60,124-72.8% | $90,404-81.9% | $79,858-79.5% |
| Participation rate | 58.7% | 65.0%-6.3pp | 72.7%-14.0pp | 69.6%-10.9pp |
| Annual return | 25.98% | 71.94%-46.0pp | 1293.02%-1267.0pp | 31.71%-5.7pp |
| Employer contribution / active EE | $526 | $2,068-74.5% | $3,262-83.9% | $2,471-78.7% |
| Participant deferral / active EE | $1,683 | $2,938-42.7% | $3,963-57.5% | $3,740-55.0% |
| Admin fee / account holder | $75 | $3,976-98.1% | $5,611-98.7% | $5,306-98.6% |