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 | $9,952 |
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 | $20,743 | $54,350-61.8% | $82,719-74.9% | $68,494-69.7% |
| Participation rate | 61.3% | 63.9%-2.6pp | 72.6%-11.3pp | 67.9%-6.6pp |
| Annual return | -16.91% | -13.67%-3.2pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $498 | $2,218-77.5% | $3,009-83.4% | $2,596-80.8% |
| Participant deferral / active EE | $2,517 | $3,246-22.5% | $4,395-42.7% | $4,027-37.5% |
| Admin fee / account holder | $144 | $4,395-96.7% | $5,329-97.3% | $5,403-97.3% |