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 7-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 |
|---|---|---|
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $25,006 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,769 | $61,052-23.4% | $142,863-67.3% | $79,386-41.1% |
| Participation rate | 89.1% | 60.1%+29.0pp | 71.9%+17.2pp | 70.7%+18.4pp |
| Annual return | 26.99% | 16.02%+11.0pp | 5637.54%-5610.5pp | 116.85%-89.9pp |
| Employer contribution / active EE | $4,065 | $1,481+174.6% | $4,144-1.9% | $2,427+67.5% |
| Participant deferral / active EE | $8,371 | $2,879+190.7% | $3,837+118.1% | $4,046+106.9% |
| Admin fee / account holder | $228 | $659-65.4% | $6,560-96.5% | $626-63.5% |