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 | $150,541-47.8% | $145,433-46.0% | $103,975-24.5% |
| Participation rate | 98.3% | 81.1%+17.2pp | 82.1%+16.2pp | 72.5%+25.8pp |
| Annual return | 18.98% | 20.73%-1.7pp | 66.58%-47.6pp | 19.41%-0.4pp |
| Employer contribution / active EE | $5,610 | $5,177+8.4% | $4,554+23.2% | $3,722+50.7% |
| Participant deferral / active EE | $0 | $9,456-100.0% | $7,897-100.0% | $5,343-100.0% |
| Admin fee / account holder | $46 | $165-71.9% | $13,129-99.6% | $332-86.0% |