Filed August 19, 2025
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 INV MGMT, INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $7,512 |
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $2,499 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,418 | $71,142-23.5% | $119,609-54.5% | $64,808-16.0% |
| Participation rate | 76.0% | 78.6%-2.6pp | 79.3%-3.3pp | 71.5%+4.5pp |
| Annual return | -18.79% | -10.01%-8.8pp | -14.97%-3.8pp | 32.82%-51.6pp |
| Employer contribution / active EE | $1,197 | $2,497-52.1% | $4,232-71.7% | $2,506-52.2% |
| Participant deferral / active EE | $4,563 | $4,490+1.6% | $5,602-18.5% | $4,310+5.9% |
| Admin fee / account holder | $36 | $162-77.6% | $10,323-99.6% | $188-80.7% |