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 4-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 15 · EIN 36-3194849 | Recordkeeping | $28,063 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,278 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $40,397 | $49,693-18.7% | $70,515-42.7% | $74,419-45.7% |
| Participation rate | 70.5% | 64.7%+5.8pp | 68.3%+2.2pp | 70.7%-0.2pp |
| Annual return | 30.97% | 21.22%+9.8pp | 32.77%-1.8pp | 34.38%-3.4pp |
| Employer contribution / active EE | $1,296 | $1,773-26.9% | $2,973-56.4% | $2,637-50.9% |
| Participant deferral / active EE | $3,872 | $3,376+14.7% | $4,567-15.2% | $4,528-14.5% |
| Admin fee / account holder | $106 | $316-66.4% | $6,412-98.3% | $348-69.5% |