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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $25,782 |
Filed as: MAINSTREET ADVISORS-CHICAGO Service code 27 120 N LA SALLE ST · CHICAGO, IL 60602 | Advisory (Plan) | $10,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,471 | $79,523-6.4% | $140,016-46.8% | $56,287+32.3% |
| Participation rate | 83.8% | 85.7%-1.9pp | 87.5%-3.7pp | 69.9%+14.0pp |
| Annual return | -5.63% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,360 | $3,350-59.4% | $5,606-75.7% | $2,111-35.6% |
| Participant deferral / active EE | $2,498 | $5,129-51.3% | $6,927-63.9% | $3,350-25.4% |
| Admin fee / account holder | $275 | $614-55.2% | $10,705-97.4% | $521-47.2% |