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 COMPANY1 year Filed as: NORTHER TRUST COMPANY Service code 13 · EIN 36-1561860 50 LASALLE ST. 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $361,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,504 | $41,467+144.8% | $67,313+50.8% | $55,725+82.2% |
| Participation rate | 96.8% | 62.5%+34.3pp | 69.1%+27.8pp | 70.9%+26.0pp |
| Annual return | -6.05% | 0.82%-6.9pp | -4.08%-2.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $4,035 | $1,316+206.5% | $2,566+57.3% | $2,078+94.2% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $335 | $102+228.5% | $4,507-92.6% | $115+191.1% |