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 9-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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST PRIVATE TRUST COMPANY Service code 15 · EIN 36-4221549 | Recordkeeping | $27,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,990 | $55,416-62.1% | $75,972-72.4% | $77,643-73.0% |
| Participation rate | 72.2% | 63.6%+8.6pp | 69.1%+3.1pp | 70.6%+1.6pp |
| Annual return | 15.15% | 17.07%-1.9pp | 359.55%-344.4pp | 31.24%-16.1pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,352 | $3,447-31.8% | $4,255-44.7% | $4,647-49.4% |
| Admin fee / account holder | $127 | $414-69.4% | $6,467-98.0% | $430-70.5% |