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 37 · EIN 04-2647786 | Loan Processing | $16,681 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $16,331 |
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 | $27,314 | $80,177-65.9% | $123,892-78.0% | $57,658-52.6% |
| Participation rate | 82.7% | 74.4%+8.3pp | 81.4%+1.3pp | 70.2%+12.5pp |
| Annual return | 16.76% | 17.90%-1.1pp | 47.52%-30.8pp | 5.13%+11.6pp |
| Employer contribution / active EE | $1,131 | $2,913-61.2% | $4,617-75.5% | $1,974-42.7% |
| Participant deferral / active EE | $4,334 | $5,130-15.5% | $5,984-27.6% | $3,061+41.6% |
| Admin fee / account holder | $107 | $106+0.5% | $8,357-98.7% | $95+13.0% |