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 6-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 |
|---|---|---|
ILLINOIS ADVOCATES LLC1+ years Service code 29 · EIN 46-1047517 | Legal | $10,313 |
MR. MICROCHIP1+ years Service code 99 · EIN 59-3084068 | Other Fees | $5,000 |
AMALGAMATED BANK1+ years Service code 28 · EIN 36-0721895 | Investment Management | $92 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,981 | $40,522-92.6% | $84,611-96.5% | $67,579-95.6% |
| Participation rate | 100.0% | 51.1%+48.9pp | 68.2%+31.8pp | 71.3%+28.7pp |
| Annual return | 0.00% | 32.72%-32.7pp | 258.74%-258.7pp | 378.56%-378.6pp |
| Employer contribution / active EE | $2,736 | $1,146+138.7% | $2,652+3.2% | $2,148+27.4% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $182 | $145+25.5% | $4,912-96.3% | $142+28.2% |