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 · EIN 41-1906019 | Advisory (Plan) | $30,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,210 | $46,072+26.3% | $70,014-16.9% | $55,167+5.5% |
| Participation rate | 74.8% | 67.5%+7.3pp | 71.8%+3.0pp | 69.0%+5.8pp |
| Annual return | 6.37% | 8.68%-2.3pp | 12.99%-6.6pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,304 | $1,500+53.6% | $2,338-1.5% | $1,963+17.4% |
| Participant deferral / active EE | $2,440 | $2,344+4.1% | $2,931-16.7% | $3,054-20.1% |
| Admin fee / account holder | $148 | $428-65.4% | $4,380-96.6% | $504-70.6% |