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 LLC2+ years Service code 29 · EIN 46-1047517 | Legal | $17,243 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $8,000 |
ELITE ADMINISTRATION1 year Filed as: ELITE ADMINISTRATION & INSURANCE Service code 12 · EIN 36-2338689 | Other commissions; Recordkeeping fees... | $5,441 |
AMALGAMATED BANK2+ years Service code 28 · EIN 36-0721895 | Investment Management | $655 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,750 | $39,948-85.6% | $89,391-93.6% | $73,409-92.2% |
| Participation rate | 100.0% | 50.4%+49.6pp | 68.0%+32.0pp | 72.2%+27.8pp |
| Annual return | 26.88% | 50.12%-23.2pp | 245.62%-218.7pp | 59.29%-32.4pp |
| Employer contribution / active EE | $3,408 | $1,200+184.1% | $2,586+31.8% | $2,234+52.6% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $296 | $134+120.3% | $4,881-93.9% | $158+87.2% |