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 LLC4+ years Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 15 · EIN 36-1245570 | Recordkeeping | $29,138 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,448 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $7,012 | $40,522-82.7% | $84,611-91.7% | $67,579-89.6% |
| Participation rate | 90.4% | 51.1%+39.3pp | 68.2%+22.1pp | 71.3%+19.1pp |
| Annual return | 36.21% | 32.72%+3.5pp | 258.74%-222.5pp | 378.56%-342.3pp |
| Employer contribution / active EE | $192 | $1,146-83.3% | $2,652-92.8% | $2,148-91.1% |
| Participant deferral / active EE | $1,940 | $2,132-9.0% | $3,899-50.2% | $3,539-45.2% |
| Admin fee / account holder | $89 | $145-38.9% | $4,912-98.2% | $142-37.6% |