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 27 350 N CLARK ST FL 5 · CHICAGO, IL 60654 | Advisory (Plan) | $29,207 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,232 | $50,385+25.5% | $75,670-16.4% | $62,292+1.5% |
| Participation rate | 86.5% | 67.7%+18.8pp | 72.3%+14.1pp | 69.5%+17.0pp |
| Annual return | 17.89% | 19.90%-2.0pp | 27.34%-9.5pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,574 | $1,537+67.4% | $2,352+9.4% | $2,042+26.0% |
| Participant deferral / active EE | $2,777 | $2,445+13.6% | $3,142-11.6% | $3,169-12.4% |
| Admin fee / account holder | $132 | $384-65.7% | $5,800-97.7% | $479-72.5% |