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 6-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 | $5,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,810 | $99,957-75.2% | $149,696-83.4% | $73,488-66.2% |
| Participation rate | 40.5% | 75.7%-35.2pp | 82.5%-41.9pp | 70.7%-30.2pp |
| Annual return | 44.45% | 53.87%-9.4pp | 276.60%-232.2pp | 28.51%+15.9pp |
| Employer contribution / active EE | $1,688 | $3,191-47.1% | $4,644-63.7% | $2,270-25.7% |
| Participant deferral / active EE | $3,650 | $6,073-39.9% | $6,842-46.7% | $3,740-2.4% |
| Admin fee / account holder | $110 | $551-80.0% | $9,309-98.8% | $513-78.6% |