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 |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 49 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Other Services | $38,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,795 | $79,171-24.5% | $102,423-41.6% | $74,495-19.7% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 22.26% | 54.93%-32.7pp | 29.32%-7.1pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $2,934 | $2,362+24.2% | $3,023-3.0% | $2,623+11.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $293 | $2,001-85.4% | $9,451-96.9% | $1,942-84.9% |