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 Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22,718 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,022 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,645 | $155,795-79.0% | $136,294-76.0% | $69,631-53.1% |
| Participation rate | 83.9% | 75.2%+8.6pp | 81.9%+1.9pp | 70.7%+13.2pp |
| Annual return | 20.29% | 232464.33%-232444.0pp | 5155.94%-5135.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $393 | $2,991-86.9% | $4,695-91.6% | $2,032-80.7% |
| Participant deferral / active EE | $4,894 | $5,394-9.3% | $6,247-21.7% | $3,224+51.8% |
| Admin fee / account holder | $138 | $128+7.3% | $9,243-98.5% | $110+24.7% |