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 27 · EIN 36-3194849 | Advisory (Plan) | $51,968 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,327 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,132 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,945 | $86,655+40.7% | $119,609+2.0% | $66,914+82.2% |
| Participation rate | 85.3% | 75.6%+9.7pp | 79.3%+6.0pp | 69.8%+15.5pp |
| Annual return | -21.67% | -8.00%-13.7pp | -14.97%-6.7pp | 1.58%-23.3pp |
| Employer contribution / active EE | $1,336 | $2,536-47.3% | $4,232-68.4% | $2,544-47.5% |
| Participant deferral / active EE | $8,110 | $4,358+86.1% | $5,602+44.8% | $4,237+91.4% |
| Admin fee / account holder | $156 | $755-79.3% | $10,323-98.5% | $593-73.6% |