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 |
|---|---|---|
LAUREATE WEALTH MANAGEMENT3+ years Service code 27 393 ANTHONY STREET · GLEN ELLYN, IL 60137 | Advisory (Plan) | $29,157 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Direct paym... | $1,751 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,385 | $89,739-29.4% | $149,718-57.7% | $62,292+1.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.40% | 21.01%-8.6pp | 1501.63%-1489.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,992 | $3,233-38.4% | $5,445-63.4% | $2,042-2.4% |
| Participant deferral / active EE | $3,714 | $4,797-22.6% | $6,569-43.5% | $3,169+17.2% |
| Admin fee / account holder | $426 | $551-22.7% | $11,283-96.2% | $479-11.1% |