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 |
|---|---|---|
FGMK FINANCIAL SERVICES, LLC2 years 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 | $30,533 | $82,978-63.2% | $129,995-76.5% | $71,457-57.3% |
| Participation rate | 78.5% | 74.1%+4.5pp | 78.5%0pp | 67.9%+10.6pp |
| Annual return | 32.38% | 20.60%+11.8pp | -137.18%+169.6pp | 28.85%+3.5pp |
| Employer contribution / active EE | $2,892 | $2,622+10.3% | $4,320-33.1% | $2,588+11.7% |
| Participant deferral / active EE | $8,763 | $4,432+97.7% | $5,820+50.6% | $4,289+104.3% |
| Admin fee / account holder | $16 | $1,729-99.1% | $10,614-99.9% | $1,587-99.0% |