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 |
|---|---|---|
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD N.E. · CEDAR RAPIDS, IA 52499 | Recordkeeping | $4,043 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $1,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,577 | $71,883+10.7% | $86,677-8.2% | $68,494+16.2% |
| Participation rate | 87.4% | 72.2%+15.1pp | 76.6%+10.8pp | 67.9%+19.5pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,862 | $2,173-14.3% | $2,836-34.4% | $2,596-28.3% |
| Participant deferral / active EE | $5,651 | $3,779+49.6% | $4,656+21.4% | $4,027+40.3% |
| Admin fee / account holder | $57 | $6,112-99.1% | $7,493-99.2% | $5,403-98.9% |