See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $9,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,591 | $65,409-68.5% | $98,442-79.1% | $85,850-76.0% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.3%-21.7pp | 69.3%-17.7pp |
| Annual return | 18.80% | 21.76%-3.0pp | 1492.73%-1473.9pp | 318.53%-299.7pp |
| Employer contribution / active EE | $642 | $2,168-70.4% | $2,960-78.3% | $2,565-75.0% |
| Participant deferral / active EE | $2,210 | $3,166-30.2% | $4,276-48.3% | $3,952-44.1% |
| Admin fee / account holder | $115 | $4,593-97.5% | $5,949-98.1% | $6,260-98.2% |