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 3-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 26 · EIN 36-3429599 353 N. CLARK · CHICAGO, IL 60654 | Advisory (Participants) | $31,539 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $7,026 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,818 | $50,199-34.6% | $70,092-53.2% | $66,914-51.0% |
| Participation rate | 97.0% | 66.3%+30.7pp | 70.5%+26.6pp | 69.8%+27.2pp |
| Annual return | -16.54% | -13.85%-2.7pp | 190.73%-207.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,025 | $1,864+8.6% | $2,559-20.9% | $2,544-20.4% |
| Participant deferral / active EE | $3,701 | $3,112+18.9% | $3,849-3.8% | $4,237-12.6% |
| Admin fee / account holder | $183 | $600-69.5% | $6,267-97.1% | $593-69.2% |