See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD N.E. · CEDAR RAPIDS, IA 52499 | Recordkeeping | $12,654 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $1,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,564 | $80,968+21.7% | $96,544+2.1% | $75,163+31.1% |
| Participation rate | 87.2% | 71.8%+15.4pp | 76.0%+11.2pp | 67.2%+20.0pp |
| Annual return | 17.08% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,927 | $2,282-15.5% | $2,965-35.0% | $2,670-27.8% |
| Participant deferral / active EE | $5,921 | $3,928+50.7% | $4,851+22.1% | $4,125+43.5% |
| Admin fee / account holder | $64 | $6,724-99.0% | $8,252-99.2% | $5,651-98.9% |