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 COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 49 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Other Services | $42,573 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,464 | $87,870-34.6% | $113,168-49.2% | $74,304-22.7% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 11.10% | 26.44%-15.3pp | 24.27%-13.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $2,681 | $2,277+17.8% | $2,975-9.9% | $2,241+19.6% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $296 | $3,368-91.2% | $12,068-97.6% | $2,969-90.0% |