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 8-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 COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 13 · EIN 06-6275604 50 SOUTH LASALLE ST., 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $400,043 |
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 | $107,193 | $65,292+64.2% | $71,671+49.6% | $77,958+37.5% |
| Participation rate | 92.8% | 67.4%+25.4pp | 68.7%+24.1pp | 71.6%+21.2pp |
| Annual return | 13.61% | 21.25%-7.6pp | 20.65%-7.0pp | 20.87%-7.3pp |
| Employer contribution / active EE | $3,670 | $2,085+76.0% | $2,460+49.2% | $2,310+58.8% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $344 | $84+307.6% | $5,558-93.8% | $97+253.5% |