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, LLC3 years Service code 49 · EIN 20-0128147 2801 LAKESIDE DRIVE, 3RD FLOOR · BANNOCKBURN, IL 60015 | Other Services | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $51,103 | $88,083-42.0% | $164,813-69.0% | $74,495-31.4% |
| Participation rate | 77.9% | 73.0%+4.8pp | 78.6%-0.7pp | 67.2%+10.7pp |
| Annual return | 20.82% | 17.26%+3.6pp | 69.93%-49.1pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $3,213 | $2,593+23.9% | $4,341-26.0% | $2,623+22.5% |
| Participant deferral / active EE | $9,235 | $4,498+105.3% | $6,031+53.1% | $4,346+112.5% |
| Admin fee / account holder | $10 | $2,234-99.6% | $12,690-99.9% | $1,942-99.5% |