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 Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $16,167 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,410 |
Employer contribution per participant 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 | $35,282 | $65,435-46.1% | $86,677-59.3% | $66,914-47.3% |
| Participation rate | 72.0% | 75.5%-3.4pp | 76.6%-4.5pp | 69.8%+2.2pp |
| Annual return | -14.66% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $427 | $2,153-80.2% | $2,836-85.0% | $2,544-83.2% |
| Participant deferral / active EE | $3,434 | $4,100-16.3% | $4,656-26.2% | $4,237-19.0% |
| Admin fee / account holder | $100 | $642-84.3% | $7,493-98.7% | $593-83.1% |