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 | $12,457 |
MILLER COOPER & CO LTD8+ years Filed as: MILLER COOPER & CO., LTD. Service code 10 · EIN 36-2897372 | Accounting | $11,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,342 | $100,227+103.9% | $169,993+20.2% | $74,419+174.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 20.63% | 66.08%-45.5pp | 53.37%-32.7pp | 34.38%-13.8pp |
| Employer contribution / active EE | $5,995 | $4,263+40.6% | $6,785-11.6% | $2,637+127.3% |
| Participant deferral / active EE | $12,648 | $7,143+77.1% | $10,408+21.5% | $4,528+179.3% |
| Admin fee / account holder | $186 | $234-20.6% | $12,815-98.5% | $348-46.5% |