Filed February 20, 2023
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 9-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: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,097 |
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 47-0098400 | Recordkeeping | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,316 | $86,944-38.7% | $107,525-50.4% | $74,304-28.2% |
| Participation rate | 98.1% | 59.6%+38.5pp | 75.1%+23.0pp | 60.3%+37.7pp |
| Annual return | 17.77% | 23.52%-5.7pp | 181.32%-163.5pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,565 | $2,757+29.3% | $3,754-5.0% | $2,241+59.1% |
| Participant deferral / active EE | $3,069 | $3,554-13.6% | $5,116-40.0% | $3,767-18.5% |
| Admin fee / account holder | $17 | $3,727-99.5% | $8,919-99.8% | $2,969-99.4% |