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 |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 18 · EIN 36-1561860 | Other fees; Custodial (other than sec... | $71,130 |
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 | $17,801 | $46,464-61.7% | $150,298-88.2% | $79,634-77.6% |
| Participation rate | 93.6% | 57.0%+36.6pp | 77.8%+15.8pp | 62.5%+31.1pp |
| Annual return | 11.11% | 27.89%-16.8pp | 62.79%-51.7pp | 36.46%-25.4pp |
| Employer contribution / active EE | $2,056 | $1,512+36.0% | $4,154-50.5% | $2,529-18.7% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $86 | $891-90.4% | $14,116-99.4% | $1,002-91.4% |