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 7-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: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $64,313 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $54,115 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGMNT Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $7,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,052 | $58,320+3.0% | $86,436-30.5% | $66,914-10.3% |
| Participation rate | 98.3% | 78.6%+19.8pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -17.47% | -9.71%-7.8pp | 4394.89%-4412.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,312 | $2,615+26.7% | $3,769-12.1% | $2,544+30.2% |
| Participant deferral / active EE | $8,025 | $6,899+16.3% | $6,952+15.4% | $4,237+89.4% |
| Admin fee / account holder | $229 | $546-58.0% | $6,731-96.6% | $593-61.4% |