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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $214,944 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $167,159 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,122 | $72,994-5.3% | $120,368-42.6% | $77,671-11.0% |
| Participation rate | 40.1% | 55.2%-15.1pp | 71.9%-31.8pp | 70.6%-30.4pp |
| Annual return | 11.86% | 18.23%-6.4pp | 107.26%-95.4pp | 31.21%-19.3pp |
| Employer contribution / active EE | $1,256 | $1,793-30.0% | $3,465-63.8% | $2,726-53.9% |
| Participant deferral / active EE | $2,461 | $3,011-18.3% | $4,991-50.7% | $4,648-47.1% |
| Admin fee / account holder | $443 | $658-32.7% | $9,429-95.3% | $430+2.9% |