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 10-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 |
|---|---|---|
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $45,643 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $30,852 |
Service code 29 6141 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $26,507 |
M.O.E. IT SERVICE CORP.9 years Service code 49 · EIN 84-1717287 | Other Services | $15,100 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $15,000 |
BOND BROTHERS2 years Service code 36 7826 47TH STREET · LYONS, IL 60534 | Copying and duplicating | $10,549 |
MCGANN KETTERMAN & RIOUX7 years Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $6,153 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,467 | $140,769-67.7% | $107,525-57.7% | $140,769-67.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 10.84% | 16.82%-6.0pp | 181.32%-170.5pp | 16.82%-6.0pp |
| Employer contribution / active EE | $4,571 | $3,906+17.0% | $3,754+21.8% | $3,906+17.0% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $30 | $229-87.1% | $8,919-99.7% | $229-87.1% |