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 28 25434 PRAIRIEWOOD LN · SHOREWOOD, IL 02903 | Investment Management | $46,999 |
Service code 18 · EIN 42-0127290 | Custodial (other than securities); Di... | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,540 | $145,877-46.2% | $150,045-47.7% | $102,872-23.7% |
| Participation rate | 98.3% | 79.8%+18.4pp | 82.3%+16.0pp | 73.0%+25.3pp |
| Annual return | 18.98% | 21.37%-2.4pp | 62.55%-43.6pp | 19.06%-0.1pp |
| Employer contribution / active EE | $5,610 | $4,710+19.1% | $4,693+19.5% | $3,526+59.1% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $46 | $176-73.6% | $13,435-99.7% | $292-84.1% |