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: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,306 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,248 | $61,473-6.9% | $81,930-30.1% | $73,409-22.0% |
| Participation rate | 85.0% | 72.4%+12.6pp | 72.0%+13.0pp | 72.2%+12.8pp |
| Annual return | 15.14% | 28.26%-13.1pp | 29.49%-14.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $935 | $1,898-50.7% | $4,310-78.3% | $2,234-58.1% |
| Participant deferral / active EE | $3,411 | $3,080+10.7% | $7,107-52.0% | $3,805-10.4% |
| Admin fee / account holder | $12 | $125-90.3% | $5,158-99.8% | $158-92.3% |