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 |
|---|---|---|
WINTRUST INVESTMENTS LLC3+ years Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 15 · EIN 36-1245570 | Recordkeeping | $21,300 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,865 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,778 | $44,473-89.3% | $76,523-93.8% | $55,725-91.4% |
| Participation rate | 90.5% | 51.0%+39.5pp | 68.0%+22.5pp | 70.9%+19.6pp |
| Annual return | -8.36% | -2.01%-6.4pp | -0.27%-8.1pp | 244.93%-253.3pp |
| Employer contribution / active EE | $235 | $1,101-78.7% | $2,647-91.1% | $2,078-88.7% |
| Participant deferral / active EE | $1,938 | $1,988-2.5% | $3,835-49.5% | $3,356-42.2% |
| Admin fee / account holder | $72 | $134-46.3% | $4,848-98.5% | $115-37.4% |