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 |
|---|---|---|
Filed as: MESIROW FINANCIAL INC. Service code 70 353 NORTH CLARK ST. · CHICAGO, IL 60654 | Consulting Fees | $39,250 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,828 |
MILLER COOPER & CO LTD4+ years Filed as: MILLER COOPER & CO., LTD. Service code 10 · EIN 36-2897372 | Accounting | $10,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,148 | $98,982+114.3% | $162,163+30.8% | $65,185+225.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.86% | 24.84%-1.0pp | 115.59%-91.7pp | 29.38%-5.5pp |
| Employer contribution / active EE | $5,694 | $3,467+64.2% | $5,614+1.4% | $2,177+161.6% |
| Participant deferral / active EE | $12,003 | $5,384+122.9% | $7,298+64.5% | $3,514+241.6% |
| Admin fee / account holder | $251 | $596-57.9% | $10,843-97.7% | $847-70.3% |