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 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $64,211 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,421 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,547 | $81,719-82.2% | $101,248-85.6% | $90,288-83.9% |
| Participation rate | 71.8% | 80.7%-8.9pp | 75.8%-4.0pp | 73.4%-1.6pp |
| Annual return | 18.84% | 337.64%-318.8pp | 46.47%-27.6pp | 53.97%-35.1pp |
| Employer contribution / active EE | $551 | $3,622-84.8% | $3,660-84.9% | $2,524-78.2% |
| Participant deferral / active EE | $2,346 | $3,310-29.1% | $4,370-46.3% | $4,232-44.6% |
| Admin fee / account holder | $91 | $162-43.6% | $5,945-98.5% | $114-20.0% |