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 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $193,454 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,413 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,522 | $88,770+8.7% | $109,143-11.6% | $93,030+3.8% |
| Participation rate | 92.0% | 81.5%+10.6pp | 75.9%+16.2pp | 73.9%+18.1pp |
| Annual return | 15.24% | 60.64%-45.4pp | 25.75%-10.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $5,333 | $3,780+41.1% | $3,722+43.3% | $2,706+97.1% |
| Participant deferral / active EE | $8,793 | $3,630+142.3% | $4,653+89.0% | $4,562+92.7% |
| Admin fee / account holder | $192 | $172+11.7% | $6,752-97.2% | $152+26.9% |