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 9-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 49 · EIN 20-0128147 2801 LAKESIDE DRIVE, 3RD FLOOR · BANNOCKBURN, IL 60015 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,583 | $86,655-76.2% | $119,609-82.8% | $66,914-69.2% |
| Participation rate | 72.8% | 75.6%-2.8pp | 79.3%-6.5pp | 69.8%+3.0pp |
| Annual return | 21.32% | -8.00%+29.3pp | -14.97%+36.3pp | 1.58%+19.7pp |
| Employer contribution / active EE | $3,225 | $2,536+27.2% | $4,232-23.8% | $2,544+26.8% |
| Participant deferral / active EE | $7,326 | $4,358+68.1% | $5,602+30.8% | $4,237+72.9% |
| Admin fee / account holder | $12 | $755-98.4% | $10,323-99.9% | $593-98.0% |