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 Service code 15 · EIN 01-0233346 | Recordkeeping | $14,676 |
MILLER COOPER & CO LTD7+ years Filed as: MILLER COOPER & CO., LTD. Service code 10 · EIN 36-2897372 | Accounting | $11,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,027 | $86,897+115.2% | $151,611+23.4% | $64,808+188.6% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.5%+10.9pp | 71.5%+26.9pp |
| Annual return | -16.92% | -3.57%-13.4pp | 3.33%-20.3pp | 32.82%-49.7pp |
| Employer contribution / active EE | $5,956 | $4,010+48.5% | $6,166-3.4% | $2,506+137.7% |
| Participant deferral / active EE | $12,278 | $6,690+83.5% | $8,363+46.8% | $4,310+184.8% |
| Admin fee / account holder | $223 | $153+46.1% | $11,616-98.1% | $188+19.0% |