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: NORTHERN TRUST INVESTMENTS INC Service code 13 · EIN 36-3608252 50 LASALLE ST. 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $335,813 |
NORTHERN TRUST COMPANY2 years Service code 13 · EIN 36-1561860 50 LASALLE ST. 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $236,352 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,054 | $74,462+55.9% | $81,983+41.6% | $90,288+28.5% |
| Participation rate | 98.1% | 69.7%+28.5pp | 69.2%+28.9pp | 73.4%+24.8pp |
| Annual return | 15.45% | 17.56%-2.1pp | 41.31%-25.9pp | 53.97%-38.5pp |
| Employer contribution / active EE | $4,048 | $2,334+73.4% | $2,498+62.1% | $2,524+60.4% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $483 | $98+392.9% | $5,664-91.5% | $114+323.4% |