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 26 353 NORTH CLARK ST. · CHICAGO, IL 60654 | Advisory (Participants) | $50,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $12,449 |
MILLER COOPER & CO LTD5+ years Filed as: MILLER COOPER & CO., LTD. Service code 10 · EIN 36-2897372 | Accounting | $10,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,172 | $136,307+73.3% | $177,821+32.8% | $73,488+221.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.91% | 18.68%-2.8pp | 48.32%-32.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $5,488 | $3,712+47.8% | $5,918-7.3% | $2,270+141.7% |
| Participant deferral / active EE | $11,796 | $5,829+102.4% | $7,714+52.9% | $3,740+215.5% |
| Admin fee / account holder | $280 | $596-53.0% | $12,427-97.7% | $513-45.4% |