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) | $33,245 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $9,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,203 | $69,823-49.6% | $77,163-54.4% | $74,419-52.7% |
| Participation rate | 98.8% | 70.0%+28.8pp | 69.6%+29.3pp | 70.7%+28.1pp |
| Annual return | 17.41% | 19.98%-2.6pp | 37.87%-20.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,132 | $2,150-0.9% | $2,535-15.9% | $2,637-19.2% |
| Participant deferral / active EE | $3,771 | $3,558+6.0% | $3,833-1.6% | $4,528-16.7% |
| Admin fee / account holder | $190 | $398-52.2% | $5,472-96.5% | $348-45.4% |