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) | $100,484 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,459 |
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 | $14,687 | $88,770-83.5% | $109,143-86.5% | $93,030-84.2% |
| Participation rate | 73.3% | 81.5%-8.2pp | 75.9%-2.6pp | 73.9%-0.6pp |
| Annual return | 15.31% | 60.64%-45.3pp | 25.75%-10.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $638 | $3,780-83.1% | $3,722-82.8% | $2,706-76.4% |
| Participant deferral / active EE | $2,794 | $3,630-23.0% | $4,653-40.0% | $4,562-38.8% |
| Admin fee / account holder | $124 | $172-28.1% | $6,752-98.2% | $152-18.3% |